Manage a purchase order

Step 1 — Requisition: Create an internal requisition with needed materials/services. Submit for approval.

Step 2 — Quote: Once approved, generate an RFQ. Record vendor quotes and select the best one.

Step 3 — Create PO: Click Generate PO from the selected quote. Review vendor, delivery date, payment terms, and lines. Change status to issued when sent to vendor.

Step 4 — Record receipt: When materials arrive, open the PO → Record receipt → enter quantities received per line. For partial delivery, enter only what arrived. Full receipt changes status to received.

Step 5 — Close: Change status to closed when fully received and settled. The PO becomes read-only.

Export purchasing report

Click Export in the Topbar to generate an Excel report of all project POs.