Purchase orders
Record what you have ordered from a supplier and book deliveries into stock, including part deliveries.
A purchase order (PO) records what you have ordered from one supplier. When the goods arrive, receiving them against the order adds them to stock.
When to use it
- Restocking regular lines when they run low.
- Ordering parts for a big job and tracking what has arrived.
- Keeping a record of what you spend with each supplier.
Before you start
- At least one supplier. Without one, WRMS Pro shows Add a supplier before raising an order.
- Parts you want stock to update for should exist in inventory.
- Purchasing → Create purchase orders permission.
Statuses
- 1Draftbeing prepared
- 2Sentordered from the supplier
- 3Partialsome lines arrived
- 4Receivedeverything arrived
An order can also be Cancelled before it is complete.
Raise an order
Send it
Send the order to your supplier the way you normally do — email, phone or their trade portal — then select Mark as sent. The order's status changes to Sent.
Mark as sent records that the order has gone. It does not email the supplier for you.
Receive goods
- Stock goes up for every line linked to an inventory part.
- If some lines are still outstanding, the order becomes Partial and shows what is outstanding. Receive the rest when it arrives.
- When everything has arrived, the order becomes Received.
Cancel an order
Select Cancel order. The order stays on file as Cancelled. Goods already received are not taken back out of stock.
Permissions
| Action | Permission |
|---|---|
| View orders | Purchasing → View purchase orders |
| Raise orders | Purchasing → Create purchase orders |
| Edit orders | Purchasing → Edit purchase orders |
| Delete orders | Purchasing → Delete purchase orders |
| Mark as sent | Purchasing → Send / approve POs |
| Receive goods | Purchasing → Receive goods |
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.