Purchase Orders

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

Purchase Orders (POs) are client-issued documents confirming an order. They bridge the gap between an accepted quote and invoice generation.

Screenshot

Viewing Purchase Orders

1. Go to Sales > Purchase Orders
2. See all POs with status, client, amount, and date
3. Filter by status or search by PO number
4. Click a PO to view details

Screenshots Pending

Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.

PO Statuses

Status	Description
Received	PO received from client
Confirmed	PO verified and accepted
In Progress	Order being fulfilled
Completed	Order delivered
Cancelled	PO cancelled

Creating a Purchase Order

1. Go to Sales > Purchase Orders
2. Click New PO
3. Fill in the details:

Field	Description
Client	Select the client
PO Number	Client's PO reference number
PO Date	Date on the PO
Expected Delivery	When the client expects delivery
Amount	Order value
Description	Order details

4. Click Save

Uploading PO Documents

Clients often send POs as PDF or scanned documents:

1. Open the PO record
2. Click Upload Document
3. Select the PO file
4. The document is attached to the record

Managing PO Status

Update the PO status as the order progresses:

1. Open the PO
2. Click the status dropdown
3. Select the new status

The status flow is typically: Received → Confirmed → In Progress → Completed

tip

Always upload the original PO document for reference. This helps with reconciliation and dispute resolution.