Workflow guides

Create and receive purchase orders

Plan replenishment, send an order, and track partial deliveries.

Build the order

Select the supplier and add item quantities in the supplier's order unit. Check price, currency, lead time, destination, and supplier references. Use reorder suggestions as input, not as an automatic approval.

Approve and send

Follow your organization's approval policy. Export or send the approved order through the agreed supplier channel, then mark the order at the correct stage so others can distinguish drafts from commitments.

Receive deliveries

Open the purchase order during receiving. Record only the accepted quantity and destination for each delivery. Leave unreceived quantities open when a supplier delivers partially.

Close with evidence

Resolve shortages, over-deliveries, damages, and price differences before closing. The completed order and receipts should explain the full journey from requested quantity to stored stock.