Open purchase orders

As soon as a purchase order changes its status to Open, you need to confirm goods receipt and capture an incoming invoice.

To complete a purchase order, you need to do these steps:

• Delivery

• Billing

Delivery

To complete a delivery step, you need to confirm the goods receipt for all products and warehouse them.

Goods receipt

To confirm the goods receipt, you need to:

1. Open the purchase order for which you want to confirm the goods receipt.

2. Click Confirm goods receipt

3. Specify the received quantity.

Activate the option Received all goods to confirm the goods receipt for all ordered goods.

You can also specify the batch, expiration date, and storage place.

Deactivate the option Receive and warehouse, if you want to confirm the goods receipt and warehouse the products separately.

4. Click Receive and warehouse

Warehousing

If you deactivated the option Receive and warehouse during the goods receipt, you need to warehouse received goods manually.

To do it, you need to:

1. Open the purchase order for which you want to warehouse received goods.

2. Click Warehouse

3. Specify quantity.

Activate the option Warehouse all goods to warehouse all goods.

You can also specify the storage place.

4. Click Warehouse

Partial shipment

You can receive the ordered goods upon delivery. After the goods for all positions have been delivered and received in the warehouse, the delivery step will be completed.

Billing

You can create an incoming invoice for a purchase order manually at any time.

To create an incoming invoice, you need:

1. Open a purchase order for which you want to create an invoice.

2. Click Create invoice

Partial billing

You can create multiple invoices for one purchase order.

To do it, yоu need:

1. Open a purchase order for which you want to create an invoice.

2. Click Create invoice

3. Remove positions, that you won't bill or reduce their quantity.

If you want to add positions to an invoice that aren't included in a purchase order, you need:

1. Open a purchase order for which you want to create an invoice.

2. Click Create Invoice

3. Click Add position

4. Activate an option Add position, which isn't contained in the purchase order.

5. Select the position you want to add.

6. Click Add position

Complete puchase order

Once the Delivery and Billing steps are completed, a purchase order status will be transferred to the Completed status.

Edit

You can edit an open purchase order at any time.

Click Edit to edit the purchase order.

Actions with open purchase orders

Click More Actions to view the list of actions you can do with the open purchase order.

Clone

Click Clone to create a new purchase order with the same information and positions.

Cancel

Click Cancel to cancel a purchase order.

Create sales order

Click Create sales order to create a sales order that will include positions from a purchase order.