Purchase Management — Purchase orders, delivery and payments
Create purchase orders, manage approvals, delivery states, files, PDFs, vendor confirmation and PO payments.
01Create a purchase orderCreate a vendor commitment from scratch or linked request/quotation.Admin Area → Purchase → Purchase Order → New02Edit a purchase orderUpdate an order while its status and capability allow.Admin Area → Purchase → Purchase Order → open order → Edit03View a purchase orderReview commercial lines, approval, delivery, payments, files and linked records.Admin Area → Purchase → Purchase Order → open order04Delete a purchase orderRemove an order through the supported action after reviewing payments and delivery.Admin Area → Purchase → Purchase Order → Delete05Enter the purchase-order name and numberSet pur_order_name and pur_order_number according to numbering options.Admin Area → Purchase → Purchase Order → New/Edit06Choose a purchase-order vendorSelect the vendor and load vendor-specific items/context.Admin Area → Purchase → Purchase Order → New/Edit → Vendor07Create a purchase order from a purchase requestCopy request header/lines and select the vendor.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order08Create a purchase order from a quotationCopy approved quotation values into an order.Admin Area → Purchase → Quotations → open quotation → Create/Copy Purchase Order09Link a purchase order to a department and projectSelect operational ownership and satisfy required-project settings.Admin Area → Purchase → Purchase Order → New/Edit10Set purchase-order type and buyerChoose the order type and responsible buyer.Admin Area → Purchase → Purchase Order → New/Edit11Link purchase orders to clients and sales invoicesSelect related client(s) and sales invoice(s) where the form exposes them.Admin Area → Purchase → Purchase Order → New/Edit12Choose purchase-order currency and rateSet currency and confirm conversion rate.Admin Area → Purchase → Purchase Order → New/Edit13Add purchase-order line itemsEnter item, quantity, price, tax and discount.Admin Area → Purchase → Purchase Order → New/Edit → Items14Set purchase-order discount type and valueApply the supported discount calculation.Admin Area → Purchase → Purchase Order → New/Edit → Discount15Set purchase-order shipping feeAdd shipping cost to the order total.Admin Area → Purchase → Purchase Order → New/Edit → Shipping Fee16Set purchase-order shipping addressEnter address, city, state, postal code and country.Admin Area → Purchase → Purchase Order → New/Edit → Shipping17Set purchase-order Incoterm and days owedStore delivery/payment commercial terms.Admin Area → Purchase → Purchase Order → New/Edit18Set purchase-order vendor note and termsEnter document notes and terms, subject to PDF display settings.Admin Area → Purchase → Purchase Order → New/Edit19Add tags to a purchase orderApply CRM tags for filtering/context.Admin Area → Purchase → Purchase Order → New/Edit → Tags20Change a purchase-order approval statusUse the dedicated order status capability.Admin Area → Purchase → Purchase Order → open order → Status21Request purchase-order approvalSubmit the order to its configured approval route.Admin Area → Purchase → Purchase Order → open order → Request Approval22Approve or reject a purchase orderRecord the approval decision and required evidence.Admin Area → Purchase → Purchase Order → open order → Approve/Reject23Mark a purchase order with an operational statusUse the supported mark_pur_order_as action.Admin Area → Purchase → Purchase Order → open order → Mark As24Change purchase-order delivery statusSelect Undelivered, Pending delivered, Partially delivered or Completely delivered as supported.Admin Area → Purchase → Purchase Order → open order → Delivery Status25Change purchase-order delivery dateRecord the expected or actual delivery date.Admin Area → Purchase → Purchase Order → open order → Delivery Date26Upload a purchase-order attachmentAttach a file to the order.Admin Area → Purchase → Purchase Order → open order → Files → Upload27Download a purchase-order attachmentOpen an authorised order file.Admin Area → Purchase → Purchase Order → open order → Files → Download28Delete a purchase-order attachmentRemove an order file.Admin Area → Purchase → Purchase Order → open order → Files → Delete29Generate a purchase-order PDFRender the configured PO PDF template.Admin Area → Purchase → Purchase Order → open order → PDF30Send a purchase order to a vendorEmail the order with configured recipients/attachment.Admin Area → Purchase → Purchase Order → open order → Send31Copy a public purchase-order linkObtain the supported public/share link where exposed.Admin Area → Purchase → Purchase Order → open order → Copy Public Link32Add a payment to a purchase orderRecord a PO payment.Admin Area → Purchase → Purchase Order → open order → Payments → Add33Delete a purchase-order paymentRemove a recorded PO payment through the supported action.Admin Area → Purchase → Purchase Order → open order → Payments → Delete34Convert a purchase-order paymentUse the supplied PO payment conversion action.Admin Area → Purchase → Purchase Order → open order → Convert Payment35Add a PO payment linked to a purchase invoiceRecord payment with the linked invoice flow.Admin Area → Purchase → Purchase Order → open order → Payments36Refresh purchase-order totalsRecalculate stored order value using the supplied refresh action.Admin Area → Purchase → Purchase Order → open order → Refresh Value37Use the purchase-order value repair actionRun refresh_order_value_fix only for the intended repair case.Admin Area → Purchase → Purchase Order → maintenance/repair action38View project-linked purchase ordersUse the Purchase Orders tab added to a CRM project.Admin Area → Projects → open project → Purchase Orders39View purchase orders on the Purchase dashboardRead the dashboard PO table.Admin Area → Purchase40Filter the purchase-order tableUse vendor, status and related list filters.Admin Area → Purchase → Purchase Order41Troubleshoot purchase-order total or delivery mismatchesReview lines, rates, tax, discount, shipping, status, payments and refresh actions.Admin Area → Purchase → Purchase Order → open order