f2a9404c8a
* Add information on build order reference * Add reference field description for purchase order * Add reference information for SalesOrder * Updated images for build orders * Update settings information * Add note regarding python string formatting * Add some more screenshots * Improved BOM documentation * Improve BOM documentation further * Split "BOM Export" onto separate page * Rearrange docs pages * Add image to fill TODO entry * Split out part scheduling page
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title
| title |
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| Purchase Order |
Purchase Orders
Purchase orders allow to track which parts are bought from suppliers and manufacturers, therefore converting externally bought items into stock items / inventory.
To access the purchase order page, click on the Buy navigation tab and click on Purchase Orders option in the dropdown list.
{% with id="purchase_order_list", url="buy/po_list.png", description="Purchase Order List" %} {% include "img.html" %} {% endwith %}
Purchase Order Reference
{% with prefix="PO-", label="Purchase Order" %} {% include "reference.html" %} {% endwith %}
Create Purchase Order
Once the purchase order page is loaded, click on New Purchase Order which opens the "Create Purchase Order" form.
A purchase order is linked to a specific supplier, select one in the list of existing suppliers.
!!! warning Only companies with the "Supplier" attribute enabled will be shown and can be selected
Fill out the rest of the form with the purchase order information then click on Submit
Add Line Items
On the purchase order detail page, user can link parts to the purchase order selecting the Order Items tab then clicking on the Add Line Item button.
Once the "Add Line Item" form opens, select a supplier part in the list.
!!! warning Only parts from the supplier selected for the purchase order will be shown and can be selected
Fill out the rest of the form then click on Submit
Upload File
It is possible to upload an exported purchase order from the supplier instead of manually entering each line item. To start the process, click on Upload File button next to the Add Line Item button and follow the steps.
!!! info "Supported Formats" This process only supports tabular data and the following formats are supported: CSV, TSV, XLS, XLSX, JSON and YAML
Issue Order
Once all the line items were added, click on the button on the main purchase order detail panel and confirm the order has been submitted.
Receive Line Items
After receiving all the items from the order, the purchase order will convert the line items into stock items / inventory.
There are two options to mark items as "received":
- either individually: click on button on each line item
- or globally: click on the button on the main purchase order detail panel and confirm all items in the order have been received.
Received Items
Each item marked as "received" is automatically converted into a stock item.
To see the list of stock items created from the purchase order, click on the Received Items tab.
Complete Order
Once the quantity of all received items is equal or above the quantity of all line items, the order will be automatically marked as complete.
It is also possible to complete the order before all items were received (or if there were missing items). To do so, click on the button on the main purchase order detail panel and confirm the order was completed.
Cancel Order
In the event that the order won't be processed, user has the option of cancelling the order instead. To do so, simply click on the button on the main purchase order detail panel and confirm the purchase order has been cancelled.