shopping_cart Purchase orders

Commit to spend before the bill arrives

Raise a purchase order, see what is on order and what it will cost, then convert it to a bill when the goods land.

Committed
Spend visibility
Partial
Receipt supported
1 click
PO to bill
shopping_cart Overview

Spending you find out about too late

Without a purchase order, the first time finance sees the cost is the invoice.

  • check_circleNo record of what has been ordered but not yet billed
  • check_circleGoods received with nothing to check the invoice against
  • check_circleDuplicate orders for the same stock
  • check_circleApprovals given verbally and never recorded
Purchase orders
fact_check

Order, approve, track

Build the order from your item catalogue, route it for approval and keep the status visible to everyone.

  • check_circleApproval workflow before issue
  • check_circleStatus: draft, sent, part received, closed
  • check_circleCommitted spend on the supplier record
  • check_circleSend as branded PDF
inventory

Receipt what actually arrived

Receive in full or in part, and only what is received hits stock.

  • check_circlePartial receipt against a line
  • check_circleStock in at landed cost
  • check_circleBackorder visibility
  • check_circlePer-warehouse receipting
swap_horiz

Convert to a bill

Turn the order into a supplier bill with the same lines, tax and coding, and a guard against converting twice.

  • check_circleOne-click PO to bill
  • check_circleRe-conversion guard
  • check_circleThree-way visibility: order, receipt, bill
  • check_circleVariance visible before you pay
help_outline FAQ

Questions, answered

Do purchase orders affect the ledger?
No. A purchase order is a commitment, not a posting. The ledger moves when the bill is approved.
Can I part-receive an order?
Yes, line by line, with the remainder staying on order.
Can I stop a PO being billed twice?
Yes. Converted orders are flagged and re-conversion is blocked.
Is there approval before ordering?
Yes, with role-based approval permissions.

See spend before it becomes a bill

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