Purchasing

Purchase orders to buy catalog products from suppliers and receive them into a stock location. A PO is not a customer invoice, not SaaS billing, and not on-hand until you Receive.

Inventory → Purchase orders · /app/w/{workspace}/purchase-orders · capability + plan inventory · purchase_orders.view / manage / receive as granted

Field parts requests can spawn a draft PO — that draft is still not physical fulfillment.

Statuses

Status	What it means	Stock
Draft	Editable supplier, destination, lines, costs	None
Issued	Lines locked. You can send/PDF when the UI allows	None until Receive
Partially received	Some qty received, remainder still open	Only received qty
Received	Nothing remaining	Fully landed
Cancelled	From Draft, Issued, or Partially received	Already-received qty stays; you cannot receive more

Receive is allowed only from Issued or Partially received. You cannot receive more than remaining. Unit cost stays the PO snapshot.

Create, issue, receive

1. Catalog Product + tracking. Supplier with email if you will send the PO. Destination stock location.
2. Purchase orders → New purchase order. Add lines. Save as Draft.
3. Issue — confirm: Issue :number? Lines, supplier, destination, and costs will be locked.
4. When the shipment arrives: Receive / Receive stock — remaining quantities into the frozen destination. Confirm: quantities cannot exceed remaining; stock already received is unchanged.

Movements after receive appear under Inventory → Movements as Receipt. Direct Receive stock on Inventory is a different path (no PO).

PDFs need a queue worker.

What-if

If receive is blocked: still Draft? Issue first. Already Received or Cancelled? Trying to over-receive remaining qty? Check purchase_orders receive vs inventory receive for non-PO receipts.

If you issued a customer invoice to a supplier: wrong document. Suppliers use this PO, not Invoices.

If Field created an Issued PO: technicians request; office purchases. A parts-request PO starts Draft.

Related: Suppliers, Stock, Parts requests, Catalog.