Open purchase orders
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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:
To complete a delivery step, you need to confirm the goods receipt for all products and warehouse them.
To confirm the goods receipt, you need to:
1. Open the purchase order for which you want to confirm the 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.
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.
3. Specify quantity.
Activate the option Warehouse all goods to warehouse all goods.
You can also specify the storage place.
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.
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.
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.
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.
4. Activate an option Add position, which isn't contained in the purchase order.
5. Select the position you want to add.
The position amount in an invoice cannot exceed the amount of this position in a purchase order. If you want to increase the amount of the position, add the difference as a separate position. After all positions have been invoiced and paid, the billing step will be completed.
Once the Delivery and Billing steps are completed, a purchase order status will be transferred to the Completed status.
You can edit an open purchase order at any time.
2. Click Confirm goods receipt
4. Click Receive and warehouse
2. Click Warehouse
4. Click Warehouse
2. Click Create invoice
2. Click Create invoice
2. Click Create Invoice
3. Click Add position
6. Click Add position
Click Edit to edit the purchase order.
Click More Actions to view the list of actions you can do with the open purchase order.
Click Clone to create a new purchase order with the same information and positions.
Click Cancel to cancel a purchase order.
You cannot cancel a purchase order if goods have been already received or an incoming invoice has already been created. To cancel a purchase order, and cancel or unlink the linked invoices.
Click Create sales order to create a sales order that will include positions from a purchase order.
