Purchase order details

The order page shows the supplier, line items, totals, the matched invoices and the activity history. From here you submit it for approval, mark it ordered, record goods receipt, match the supplier's bills, and email it to the supplier as a PDF.

The page has these parts:

• Details – Supplier, Currency, Expected Delivery, Created, plus the Project and the Matched invoices when there are any, with how much of the order's net they have invoiced so far.
• Summary – Net, VAT and Total (gross).
• Line items – description, quantity, unit, unit price, VAT, amount, and how much has arrived (Received).
• Activity – who changed what and when.
• A chat box at the bottom where colleagues can discuss the order.

The buttons depend on the order's status:

• Edit and Submit for Approval – drafts only.
• Mark Ordered – approved orders; records that you placed the order with the supplier.
• Receive Items – ordered or partially received orders. Pick the Receiving Warehouse and enter the quantity received per line. Lines linked to a product are added to stock.
• Match Bill – ordered, partially received or received orders.
• Duplicate – a new draft with the same line items.
• Send document – emails the order to the supplier with a PDF attached. This needs a purchase order template under Settings → Document Templates first.
• Cancel – stops the order with a reason; not available once it is invoiced or already cancelled.

While the order awaits approval, an approval banner appears at the top where the approver can decide.