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Raise a purchase order

Ordering, approving before it is sent, and tracking what is still outstanding.

An order that went out without approval is the most common way a business ends up with a bill it did not expect. Approval belongs before the order is sent, not after the invoice arrives.

Steps

  1. Go to Procurement → Purchase orders and choose New.
  2. Pick the vendor. Terms and currency come with them.
  3. Add lines — choose an item to bring its rate and HSN, or type a description.
  4. Set the expected date, which is what makes an overdue order visible.
  5. Save as draft, then submit for approval if your rules require it.
  6. Once approved, send it to the vendor.

Watching what is outstanding

An order stays open until everything on it has been received. What is still due sits on the order itself, so a part delivery does not need a separate note anywhere.

Next in procurement Add a vendor → Receive goods and match the bill →

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