Purchase orders
A purchase order is what you told a supplier to send you. It matters later, when the truck shows up short and the invoice doesn’t match either.
Requires purchase-orders.view; creating and sending needs
purchase-orders.edit.
Creating one
Open Purchase Orders
Purchase Orders → New purchase order.
Choose the vendor
Add what you’re ordering
Quantity, description and unit price per line.
Attach it to a job or project, if it’s for one
Same principle as everywhere else: a cost tied to work shows up in that work’s margin. Materials ordered for a specific install should say so.
Send it
When the materials arrive
Mark what was actually received. Partial deliveries are normal — record what came, and the PO stays open for the rest.
This is the step that catches the expensive mistake: you ordered 40 yards, 32 arrived, and the invoice says 40.
When the bill arrives
Turn the PO into a bill so what you ordered, what arrived, and what you were charged stay connected. If the three don’t agree, you’ll see it before you pay.
Tips
- Send POs even to the supplier you’ve used for twenty years. The point isn’t distrust, it’s having a record when a delivery is short during your busiest week.