Purchase Management — Purchase orders, delivery and payments
Create purchase orders, manage approvals, delivery states, files, PDFs, vendor confirmation and PO payments.
Create a purchase order
Create a purchase orderCreate a vendor commitment from scratch or linked request/quotation.Admin Area → Purchase → Purchase Order → New
Open guide →GuideEdit a purchase order
Edit a purchase orderUpdate an order while its status and capability allow.Admin Area → Purchase → Purchase Order → open order → Edit
Open guide →GuideView a purchase order
View a purchase orderReview commercial lines, approval, delivery, payments, files and linked records.Admin Area → Purchase → Purchase Order → open order
Open guide →GuideDelete a purchase order
Delete a purchase orderRemove an order through the supported action after reviewing payments and delivery.Admin Area → Purchase → Purchase Order → Delete
Open guide →GuideEnter the purchase-order name and number
Enter the purchase-order name and numberSet pur_order_name and pur_order_number according to numbering options.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideChoose a purchase-order vendor
Choose a purchase-order vendorSelect the vendor and load vendor-specific items/context.Admin Area → Purchase → Purchase Order → New/Edit → Vendor
Open guide →GuideCreate a purchase order from a purchase request
Create a purchase order from a purchase requestCopy request header/lines and select the vendor.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order
Open guide →GuideCreate a purchase order from a quotation
Create a purchase order from a quotationCopy approved quotation values into an order.Admin Area → Purchase → Quotations → open quotation → Create/Copy Purchase Order
Open guide →GuideLink a purchase order to a department and project
Link a purchase order to a department and projectSelect operational ownership and satisfy required-project settings.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideSet purchase-order type and buyer
Set purchase-order type and buyerChoose the order type and responsible buyer.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideLink purchase orders to clients and sales invoices
Link purchase orders to clients and sales invoicesSelect related client(s) and sales invoice(s) where the form exposes them.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideChoose purchase-order currency and rate
Choose purchase-order currency and rateSet currency and confirm conversion rate.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideAdd purchase-order line items
Add purchase-order line itemsEnter item, quantity, price, tax and discount.Admin Area → Purchase → Purchase Order → New/Edit → Items
Open guide →GuideSet purchase-order discount type and value
Set purchase-order discount type and valueApply the supported discount calculation.Admin Area → Purchase → Purchase Order → New/Edit → Discount
Open guide →GuideSet purchase-order shipping fee
Set purchase-order shipping feeAdd shipping cost to the order total.Admin Area → Purchase → Purchase Order → New/Edit → Shipping Fee
Open guide →GuideSet purchase-order shipping address
Set purchase-order shipping addressEnter address, city, state, postal code and country.Admin Area → Purchase → Purchase Order → New/Edit → Shipping
Open guide →GuideSet purchase-order Incoterm and days owed
Set purchase-order Incoterm and days owedStore delivery/payment commercial terms.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideSet purchase-order vendor note and terms
Set purchase-order vendor note and termsEnter document notes and terms, subject to PDF display settings.Admin Area → Purchase → Purchase Order → New/Edit
Open guide →GuideAdd tags to a purchase order
Add tags to a purchase orderApply CRM tags for filtering/context.Admin Area → Purchase → Purchase Order → New/Edit → Tags
Open guide →GuideChange a purchase-order approval status
Change a purchase-order approval statusUse the dedicated order status capability.Admin Area → Purchase → Purchase Order → open order → Status
Open guide →GuideRequest purchase-order approval
Request purchase-order approvalSubmit the order to its configured approval route.Admin Area → Purchase → Purchase Order → open order → Request Approval
Open guide →GuideApprove or reject a purchase order
Approve or reject a purchase orderRecord the approval decision and required evidence.Admin Area → Purchase → Purchase Order → open order → Approve/Reject
Open guide →GuideMark a purchase order with an operational status
Mark a purchase order with an operational statusUse the supported mark_pur_order_as action.Admin Area → Purchase → Purchase Order → open order → Mark As
Open guide →GuideChange purchase-order delivery status
Change purchase-order delivery statusSelect Undelivered, Pending delivered, Partially delivered or Completely delivered as supported.Admin Area → Purchase → Purchase Order → open order → Delivery Status
Open guide →GuideChange purchase-order delivery date
Change purchase-order delivery dateRecord the expected or actual delivery date.Admin Area → Purchase → Purchase Order → open order → Delivery Date
Open guide →GuideUpload a purchase-order attachment
Upload a purchase-order attachmentAttach a file to the order.Admin Area → Purchase → Purchase Order → open order → Files → Upload
Open guide →GuideDownload a purchase-order attachment
Download a purchase-order attachmentOpen an authorised order file.Admin Area → Purchase → Purchase Order → open order → Files → Download
Open guide →GuideDelete a purchase-order attachment
Delete a purchase-order attachmentRemove an order file.Admin Area → Purchase → Purchase Order → open order → Files → Delete
Open guide →GuideGenerate a purchase-order PDF
Generate a purchase-order PDFRender the configured PO PDF template.Admin Area → Purchase → Purchase Order → open order → PDF
Open guide →GuideSend a purchase order to a vendor
Send a purchase order to a vendorEmail the order with configured recipients/attachment.Admin Area → Purchase → Purchase Order → open order → Send
Open guide →GuideCopy a public purchase-order link
Copy a public purchase-order linkObtain the supported public/share link where exposed.Admin Area → Purchase → Purchase Order → open order → Copy Public Link
Open guide →GuideAdd a payment to a purchase order
Add a payment to a purchase orderRecord a PO payment.Admin Area → Purchase → Purchase Order → open order → Payments → Add
Open guide →GuideDelete a purchase-order payment
Delete a purchase-order paymentRemove a recorded PO payment through the supported action.Admin Area → Purchase → Purchase Order → open order → Payments → Delete
Open guide →GuideConvert a purchase-order payment
Convert a purchase-order paymentUse the supplied PO payment conversion action.Admin Area → Purchase → Purchase Order → open order → Convert Payment
Open guide →GuideAdd a PO payment linked to a purchase invoice
Add a PO payment linked to a purchase invoiceRecord payment with the linked invoice flow.Admin Area → Purchase → Purchase Order → open order → Payments
Open guide →GuideRefresh purchase-order totals
Refresh purchase-order totalsRecalculate stored order value using the supplied refresh action.Admin Area → Purchase → Purchase Order → open order → Refresh Value
Open guide →GuideUse the purchase-order value repair action
Use the purchase-order value repair actionRun refresh_order_value_fix only for the intended repair case.Admin Area → Purchase → Purchase Order → maintenance/repair action
Open guide →GuideView project-linked purchase orders
View project-linked purchase ordersUse the Purchase Orders tab added to a CRM project.Admin Area → Projects → open project → Purchase Orders
Open guide →GuideView purchase orders on the Purchase dashboard
View purchase orders on the Purchase dashboardRead the dashboard PO table.Admin Area → Purchase
Open guide →GuideFilter the purchase-order table
Filter the purchase-order tableUse vendor, status and related list filters.Admin Area → Purchase → Purchase Order
Open guide →GuideTroubleshoot purchase-order total or delivery mismatches
Troubleshoot purchase-order total or delivery mismatchesReview lines, rates, tax, discount, shipping, status, payments and refresh actions.Admin Area → Purchase → Purchase Order → open order
Open guide →