Purchase Order (PO) Management

A Purchase Order (PO) is a formal document sent by the buyer to a supplier requesting the purchase of goods.

What is a Purchase Order?

A PO includes:

• Buyer & Supplier details
• Delivery details
• Product name, quantity, and pricing
• Taxes, discounts, and payment terms
• Shipping charges & additional notes

PO Statuses

• Ordered — Created but not fulfilled.
• Partial — Some items received.
• Completed — Fully fulfilled.

Enabling Purchase Order

• Go to → Settings → Business Settings → Purchase Tab
• Enable Purchase Order
• Click Save

Creating a Purchase Order

• Go to → Purchases → Purchase Order → Add Purchase Order
• Fill in: Supplier Name, Product Details, Shipping & Payment Terms
• Click Save

Important: Stock is NOT added when a PO is created — stock is only updated when a PO is converted to a Purchase.

Converting a Purchase Order to a Purchase

1. When you receive the order, go to → Purchases → Add Purchase
2. Select the Supplier and choose the relevant PO from the dropdown.
3. System auto-loads all product details.
4. Adjust the quantity if needed.
5. Click Save — the PO status updates automatically.