Prepare and receive a purchase order
Connect suppliers, warehouses, orders and receipts.
Access purchasing
Open Purchasing under Stock & purchasing. The Advanced commerce module must be active for an eligible sector: phones, IT, hardware, fashion, food, books/stationery or wholesale.
Creating suppliers and warehouses and receiving goods is reserved for authorized managers. A missing screen can therefore depend on sector, module or role.
Create the order
Prepare the required records in Suppliers and Warehouses. Under Orders, the draft contains the ordered items and their costs.
Check the supplier and warehouse.
Create a new purchase order with expected items and quantities.
Review lines and notes, then use Send when the order is ready.
Receive what actually arrives
Choose Receive on a sent or partially received order and enter actual received quantities. Complete the batch, serial or packaging details required by your sector.
An incomplete delivery remains partial. Check status and remaining quantities before a second receipt. Cancellation is only offered before any goods are received and in permitted states.