Procurement
Manage purchase orders from draft through receiving — create POs for any vendor, add line items, track order and tracking numbers, and mark items received individually or all at once. Once a PO is placed, line items lock to preserve the exact record of what was ordered, keeping your purchasing history accurate and auditable.
Features
- ✓ Full PO lifecycle — Draft, Approved, Ordered, Received, Closed, Cancelled with status-based line item locking
- ✓ Line item management — description, quantity, and unit cost per item; total calculates automatically
- ✓ Partial receiving — mark individual items received as they arrive; progress shows as "1/3" received
- ✓ Order number and tracking number fields — editable at any PO status including after ordering
- ✓ Vendor directory — company name, contact, phone, email, payment terms, and account number
- ✓ Vendor portal credentials storage — save login URL, username, and access notes per vendor
- ✓ Dashboard stats — open PO count, open dollar value, active vendor count
- ✓ PO history per vendor — open the vendor detail to see every PO ever placed with them
- ✓ PDF generation per PO — downloadable purchase order document from the detail view
- ✓ Shared vendor directory with Inventory — one supplier list feeds both modules
What sets it apart
Line items lock when ordered
Once a PO reaches "Ordered" status, line items are locked. You can still update the tracking number and mark items received — but the original order record stays intact and tamper-proof.
Per-item partial receiving
When a shipment arrives short, mark exactly which items came in and what quantity. Each line shows received vs. ordered (e.g., "1/3") so you know precisely what's still outstanding.
Vendor portal credentials built in
Store your login URL and username for each vendor's online ordering portal — so whoever is placing the order can find the credentials without hunting through a shared spreadsheet.
Complete vendor purchasing history
Every PO ever placed with a vendor is linked to that vendor's record — open the vendor detail and see the full ordering history with totals, dates, and statuses.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
Get in touch →