Purchase Orders - Revision history

Admin: Document items, ordering, closing, emailing, PDF, duplicate, timeline, transfers and exchange rates

2026-10-14T00:40:51Z

Document items, ordering, closing, emailing, PDF, duplicate, timeline, transfers and exchange rates

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 * '''Received''' — all of the ordered stock has been received.
 * '''Closed''' — the order has been closed.
 == Editing a purchase order ==
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 A '''Received''' or '''Closed''' purchase order can no longer be edited.
 == Receiving stock ==
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 You can only reverse the most recent receipt for a product. If a later receipt exists for the same product, reverse that one first. A receipt also cannot be reversed if the stock it added is no longer at the location (for example, it has since been sold or moved); adjust the stock first.
 == Filtering purchase orders ==

Admin: Document editing delivery details (expected arrival, carrier, tracking) after a purchase order is placed

2026-10-08T04:25:37Z

Document editing delivery details (expected arrival, carrier, tracking) after a purchase order is placed

← Older revision		Revision as of 15:25, 8 October 2026
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	* '''Draft''' — the order is still being prepared and can be edited or deleted.		* '''Draft''' — the order is still being prepared and can be edited or deleted.
	* '''Ordered''' — the order has been placed with the supplier and is awaiting stock.		* '''Ordered''' — the order has been placed with the supplier and is awaiting stock. The delivery details can still be edited.
	* '''Partially Received''' — some of the ordered stock has been received.		* '''Partially Received''' — some of the ordered stock has been received. The delivery details can still be edited.
	* '''Received''' — all of the ordered stock has been received.		* '''Received''' — all of the ordered stock has been received.
	* '''Closed''' — the order has been closed.		* '''Closed''' — the order has been closed.

			== Editing a purchase order ==

			While a purchase order is a '''Draft''', open it and choose '''Edit Purchase Order''' to change any of its details, including the supplier, destination, payment terms, supplier currency, exchange rate, carrier, tracking number, reference, expected arrival and note.

			Once the order has been placed, the supplier, destination, payment terms, currency and exchange rate are fixed, but you can still correct the delivery details. Open the purchase order, choose '''Edit Purchase Order''' and update the expected arrival, carrier, tracking number, reference or note. This is useful when a delivery is delayed or the tracking number is only known after dispatch.

			A '''Received''' or '''Closed''' purchase order can no longer be edited.

	== Receiving stock ==		== Receiving stock ==

Admin: Document receiving stock and reversing a receipt

2026-10-06T10:33:16Z

Document receiving stock and reversing a receipt

@@ Line 14: / Line 14: @@
 * '''Received''' — all of the ordered stock has been received.
 * '''Closed''' — the order has been closed.
 == Filtering purchase orders ==

Admin: Create Purchase Orders article: overview, statuses, and supplier/destination custom filters

2026-10-06T02:57:24Z

Create Purchase Orders article: overview, statuses, and supplier/destination custom filters

New page

Purchase Orders let you order stock from your suppliers and receive it into one of your store's locations.

Purchase Orders are available on plans with Locations enabled. You can open the Purchase Orders overview from the '''Locations''' page, or from the '''Products''' page.

== The Purchase Orders overview ==

The overview lists the purchase orders in your store. Each row shows the purchase order number, supplier, destination, status, received quantity, value and expected arrival.

A purchase order can have one of the following statuses:

* '''Draft''' — the order is still being prepared and can be edited or deleted.
* '''Ordered''' — the order has been placed with the supplier and is awaiting stock.
* '''Partially Received''' — some of the ordered stock has been received.
* '''Received''' — all of the ordered stock has been received.
* '''Closed''' — the order has been closed.

== Filtering purchase orders ==

Use the search box and the filter panel on the right to narrow the list.

=== Status ===

Choose a status from the '''Purchase Order status''' list to show only orders in that state. Select '''All purchase orders''' to clear the status filter.

=== Search ===

Enter a supplier name, reference or tracking number in the search box to find matching orders.

=== Custom Search ===

You can add filters for a specific supplier or destination:

# In the '''Custom Search''' panel, choose either '''Supplier''' or '''Destination'''.
# Select the supplier or location you want to filter by.
# Click '''Add filter'''.

The chosen filter is added to the '''Current Filters''' list, and the list updates to show only matching orders. You can add both a supplier filter and a destination filter at the same time; the list then shows only orders that match both.

To remove a filter, click '''Delete''' beside it in the '''Current Filters''' list.

=== Purchase Orders per page ===

Choose how many purchase orders are shown on each page.

[[Category:Products]]