Raise purchase orders
Commit to a vendor for a specific scope of work or materials with a purchase order, then receive bills against it line-by-line.
A purchase order (PO) is your firm's formal commitment to a vendor — the materials or services, their quantities, the agreed rate, and the delivery window. Bills from the vendor are received against the PO so you can see at a glance what has been committed vs received vs invoiced.
Raise a PO
Step 1: Open CRM → Purchases → Purchase orders
Click New PO.
purchase-orders-01.png
Step 2: Pick the vendor and project
Pick the vendor and (if the PO is project-specific) the project. Project POs roll up into the project's cost view under Project management → Overview.
Step 3: Add line items
Each line has a description, HSN/SAC, quantity, unit, rate and GST rate. The total is computed live.
Step 4: Set delivery date and payment terms
Pick the planned delivery date. Payment terms default from the vendor's profile but can be overridden on this PO.
Step 5: Finalise
DRAFT POs can be edited; FINALISED POs are locked and ready for bill receipt. The finalised PO can be downloaded as a branded PDF to share with the vendor.
Receive a bill against the PO
See Bills for the full flow. In short — open the PO, click Receive bill, pick the line items being invoiced, enter the vendor's invoice number and date, save.
PO aging report
Step 1: Open Reports & audit → Purchases → PO aging
The report shows every finalised PO with open balance, bucketed into 0-30, 31-60, 61-90, 90+ days since finalisation. Use it to chase vendors whose POs are stalling.