Go to the ‘Procurement’ section of the software and click on the "+" button to create a new ‘Purchase Order’ (PO).
When a ‘Purchase Order’ (PO) has been created its status is ‘New’. You can use the ‘Created’ date to create a plan for sending the PO in the future.
POs with a ‘New’ status should be sent to vendors. From ordering to receiving, all actions can be recorded in the same document, the PO’s status will progress accordingly as well. After filling out the ‘Order’ date field, the status of the PO will change to ‘Ordered’. After filling out the ‘Shipping’ date, its status will change to ‘Shipped’. After filling out its ‘Arrival’ date, its status will change to ‘Received’.
Stock lots will be created for the items you purchase. The items will be in ‘Planned’ status until the ‘Arrival’ date has been marked on the PO, once the items are received. Then the stock lot will be updated as ‘Received’.
Read more about purchase orders.