mirror of
https://github.com/inventree/inventree-docs.git
synced 2025-04-28 05:36:46 +00:00
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
80 lines
4.1 KiB
Markdown
80 lines
4.1 KiB
Markdown
---
|
|
title: 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 <span class="badge inventree nav main"><span class='fas fa-shopping-cart'></span> Buy</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Purchase Orders</span> 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 <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Purchase Order</span> 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 <span class="badge inventree confirm">Submit</span>
|
|
|
|
### Add Line Items
|
|
|
|
On the purchase order detail page, user can link parts to the purchase order selecting the <span class="badge inventree nav side"><span class='fas fa-list'></span> Order Items</span> tab then clicking on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> 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 <span class="badge inventree confirm">Submit</span>
|
|
|
|
#### 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 <span class="badge inventree confirm"><span class='fas fa-upload'></span> Upload File</span> button next to the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> 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 <span class='fas fa-paper-plane'></span> 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 <span class='fas fa-clipboard-check'></span> button on each line item
|
|
* or globally: click on the <span class='fas fa-clipboard-check'></span> 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 <span class="badge inventree nav side"><span class='fas fa-sign-in-alt'></span> Received Items</span> 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 <span class='fas fa-check-circle'></span> 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 <span class='fas fa-times-circle'></span> button on the main purchase order detail panel and confirm the purchase order has been cancelled.
|