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Adding products and quantities

After you finish filling in the document data, you are redirected here, to the products page of the purchase order.

The page has:

  • a header that displays the document information (supplier, warehouse, date, status, etc.) and the list of inbound documents (NIRs) linked to this order;
  • the product add form (available while the order is Active);
  • a table with the ordered products and their quantities.

The header displays the information filled in at the previous step. If the order has inbound documents (NIRs) associated with it, these are listed here as links to the inbound documents. The Edit button takes you back to the previous page to modify the data (only while the order is in progress).

Adding a product

Select the product from the dropdown list, then fill in:

  • Quantity — the quantity ordered from the supplier.
  • Price per product — the unit price negotiated with the supplier (used for calculating the total value of the line).

Info

If the product is not in the catalogue list, you have to add it first. See more here.

Press Save to add the product. In the products table you will see the name and code of the product, the quantity from the document, the quantity already received (scanned) through inbound documents, the quantity remaining to be delivered and the total value of the line.

The purchase order does not bring goods into stock by itself — it only records the order. The goods enter the warehouse through goods receipt (NIR) documents:

  • When you create an inbound document, in the Additional information section you can link one or more purchase orders to that NIR.
  • As the NIR is validated, the received quantities are reflected automatically in the scanned quantity column of the purchase order.

Info

For a NIR linked to a purchase order you cannot add products beyond those ordered, nor quantities that exceed the initial value from the order.

Closing the order

The order is closed automatically when all ordered quantities have been received. If you want to close it beforehand (for example when the supplier no longer delivers the rest), use the Manual closure button on the order's page.