Inventory | Purchasing & Purchase Orders

Purchasing is the buying half of your stock operation: suppliers you purchase from, purchase orders you send them, and receiving that turns deliveries into on-hand inventory. Available on the Enterprise plan.

The Purchase Orders list

Every PO shows its number, supplier, status, expected date, total and how much has been received (0/76 means none of 76 ordered units yet). Filter by status or search by PO number or supplier. The Suppliers tab holds who you buy from, and Import from Stocky migrates suppliers and POs from a Stocky CSV if you are moving across.

Creating a purchase order

1. Add the supplier first (Suppliers tab → Add supplier): name, contact details, currency and default lead time.

2. Select Create purchase order.

3. Pick the supplier and location, then add the items and quantities you are ordering with their unit costs. Set the expected delivery date and any notes for the supplier.

4. Save it as a draft — nothing is sent until you say so.

Working the PO

The PO page is the full record: supplier details, dates and notes, the line items with their ordered/received/remaining counts, and the receipts history. From here you can:

• Mark as ordered once you have placed the order with the supplier (draft → ordered).

• Email to supplier — send the PO document straight from the page.

• Print — a clean PDF-style view for your records or a phone order.

• Edit or Cancel while it is still a draft.

Receiving stock

When the delivery arrives, open the PO and receive against it: accepted units move from incoming to on-hand automatically, rejected units are recorded against the supplier. The Received column (0/76 → 76/76) tells you at a glance whether a delivery was complete. Document settings on the Purchasing page controls how the printed/emailed PO looks.

Tips

• Always receive against the PO, even for perfect deliveries — the received count is what keeps the planning page's Incoming column truthful.

• Record unit costs as you go; they feed your inventory valuation.

• Migrating from Stocky? Import suppliers and POs from its CSV export rather than retyping history.