How to Create and Manage Purchase Orders

Overview

A purchase order is the formal commitment you send to a vendor. Stock and payables usually follow from receiving and invoicing, not from the PO alone.

Steps

1. Go to Purchase > Purchase Order (/admin/purchase/purchase_order).
2. Create a PO with vendor, items, quantities, rates and delivery details.
3. Send or approve the PO per your process.
4. Track status until goods are received and the purchase invoice is recorded.

Tips

• In Accounting, PO automatic conversion should stay off unless finance explicitly wants commitment postings.