Purchase Orders

Tab: PO Details

PO Details

The PO Details tab is the main working view of a purchase order. The top half contains the PO header fields; the bottom half contains the Purchase Order Items table.

Header Fields

Field	Description
Vendor	The vendor supplying the goods. Click to search and select.
Ship To	Your company location where goods should be delivered.
PO Date	Date the purchase order is issued.
Required Date	The date by which all items are needed.
Ship Via	Requested shipping method from the vendor.
Payment Terms	Payment terms for the resulting vendor bill (e.g. Net 30).
Notes	Notes that appear on the printed PO sent to the vendor.

Action Buttons

• Lock / Unlock — Locks the PO once it has been sent to the vendor, preventing accidental changes. Unlock to make authorized modifications.
• Print — Generates a printable purchase order document to send to the vendor.
• Email — Opens the email dialog to send the PO directly to the vendor's contact.

PO Status

Status	Meaning
Open	PO has been issued; awaiting receipt of goods.
Partially Received	Some lines have been received; more are expected.
Received	All lines have been received in full.
Closed	PO is complete; bill has been paid.

Purchase Order Items Table

Each row is one line on the PO, representing a part and quantity being ordered from the vendor.

Column	Description
#	Line sequence number.
Part Number	Your internal part number.
Vendor Part #	The vendor's own part number, auto-filled from the vendor-part record.
Description	Part description.
Quantity	Number of units being ordered.
Unit Cost	Cost per unit from the vendor, auto-filled from the vendor-part record.
U/M	Unit of measure.
Required Date	Per-line required date if different from the PO header.
Extended Cost	Quantity × Unit Cost, calculated automatically.

Adding a PO Line

1. Click Add PO Item in the table title bar.
2. Select the part. If a vendor-part record exists for this vendor, the vendor part number and cost will auto-fill.
3. Enter the quantity and confirm the unit cost.
4. Save the PO.

Context Menu Options

Right-click a PO line for quick access to:

• Open vendor part(s) — Opens the vendor-part record for the selected line, allowing you to update lead time or pricing.
• Open part(s) — Opens the internal part record in a new editor tab.

Tab: Receivers

Receivers

The Receivers tab lists all receiving records that have been created against this PO. Each receiver represents a physical receipt of goods — one or more PO lines received on a specific date.

Receiver List Columns

Column	Description
Receiver #	Unique identifier for the receiving record.
Receipt Date	Date the shipment arrived at your facility.
Status	Receiver status (Open, Posted).
Qty Received	Total units received on this receipt.
Total Cost	Total value of goods received.

Creating a Receiver

1. Click Create Receiver in the table title bar.
2. Enter the receipt date and packing slip reference.
3. For each PO line, enter the quantity actually received (may be partial).
4. Save the receiver. Inventory is incremented automatically for received quantities.

Opening a Receiver

Double-click any row to open the full receiver record in a new editor tab. See the Receiving guide for detailed instructions.

Tab: Bills

Bills

The Bills tab lists all vendor bills (accounts payable invoices) linked to this PO. Bills are created when you receive the vendor's invoice and match it to a receiver.

Bill List Columns

Column	Description
Bill #	Unique bill identifier, typically the vendor's invoice number.
Bill Date	Date on the vendor's invoice.
Due Date	Payment due date derived from the payment terms.
Amount	Total amount of the bill.
Balance Due	Amount not yet paid.
Status	Payment status (Open, Paid, Overdue).

Creating a Bill

1. Click Create Bill in the table title bar.
2. Enter the vendor's invoice number and invoice date.
3. Select the receiver(s) this bill covers.
4. Verify the line amounts match the vendor's invoice.
5. Save the bill. It will appear in Accounts Payable for payment processing.

Opening a Bill

Double-click any row to open the vendor bill editor. From there you can apply payments or export to your accounting system. See the Vendor Bills guide for details.