Create and send a purchase order

Raise a PO, add line items, and issue it to your supplier.

Updated June 20, 20261 min read

A purchase order (PO) tells a supplier what you want to buy and records the stock as incoming until it arrives.

Create the PO

  1. Go to Suppliers → Purchase Orders and click New purchase order.
  2. Choose the supplier. Their default currency and terms pre-fill.
  3. Set the delivery location — where the stock will be received.
  4. Add line items: pick each item and enter quantity and unit cost. Saved supplier pricing fills the cost automatically.
  5. Save as a draft.

Issue it to the supplier

When the PO is ready, click Issue. You can:

  • Email the PO directly to the supplier’s contact, or
  • Download a PDF to send yourself.

Issuing a PO marks its quantities as incoming stock, which feeds availability and reorder calculations. Drafts do not affect stock.

Track its progress

A PO moves through these stages:

Status Meaning
Draft Being prepared; no stock impact
Issued Sent to the supplier; quantities are incoming
Partially received Some lines received into stock
Received All lines received; PO complete

Next step

When the goods arrive, receive them against the PO to turn incoming stock into on-hand stock.

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