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Features · Purchase · Orders

Purchase orders by supplier, straight from the quote

Purchase orders, one per supplier, built from your quotes. A New order stays editable; mark it Ordered when you place it with the merchant, and Closed when it is delivered.

The orders list and an open order: the job name, the supplier, the lines, VAT and the total
SheetPurchase order
One perSupplier
StatesNew · Ordered · Closed

How to use it

Fill the basket

On the quote, the basket icon on a line adds it to the open order for that line's supplier, in the unit the merchant sells, rounded to whole packs where a pack applies.

Or start one here

New opens an empty order for a supplier; Add puts any catalogue product on it with a quantity and, if you like, a rate.

Order

Mark it Ordered when you place it with the merchant: the order locks, and each line's price is kept as your own price history for next time.

Send and close

Export the order as a PDF or Excel, or email it from your own mail app. Close it when the goods arrive. Cancelling keeps the number on the list, struck through, never reused.

Good to know

A line without a rate prints TBC and stays out of the total until a price is set.Orders carry the job name, so a merchant's delivery note matches the site it is for.The Filter shows one state at a time; the search finds an order by number, job or supplier.