Purchase orders

Why

What you have on order decides what you can promise a customer.

What

A purchase order is an order in the Orders area under the Purchase view, beside your sales orders.

How

Raise it, send it to the supplier, receive against it and record their invoice.

Raise and send

1. 1
   Step 1.

   Open /app/orders?view=purchase and choose New purchase order. An award, Raise a purchase order on a supplier's record and Raise a purchase order on the Stock Reorder view open one for you.

2. 2
   Step 2.

   Pick the supplier and contact, the expected date and Ship to, then add lines from the catalogue or by hand, with their unit prices.

3. 3
   Step 3.

   Choose Save, then Send to supplier. The PDF is stored, the email goes to the contact and on order quantities rise.

4. 4
   Step 4.

   When the supplier confirms, choose Mark acknowledged.

States

Overdue is a flag, not a state: sent, past its expected date and still outstanding. The Purchase view filters on it. Once anything is received the order can no longer be cancelled: close it instead.

The supplier's invoice

An admin records the invoice reference, amount and dates on the Supplier invoice block with Record invoice. Kabaido matches it against what was ordered and what arrived.

A matched invoice on a fully received order closes the order. An admin can Acknowledge variance once a variance is understood. Kabaido records the match; it posts nothing to your accounting system.