Purchase Orders

Ordering From the Supply House

A purchase order records what you ordered, from who, and what has turned up so far. Start one at Inventory, then Operations, then New purchase order.

Owners, managers, and bookkeepers can create and receive against one. This is on both plans, Basic and KeyBolt Pro.

Creating an Order

1. Go to Inventory, then Operations.
2. Under Purchase orders, tap New purchase order.
3. Pick the vendor you are ordering from and the location the delivery should land at.
4. Add the items and how many of each.
5. Save it as a draft, or mark it sent once the order is placed.

Your vendors come from Accounting, then Vendors. Add the supply house there once and it is available on every order after that.

Where an Order Can Be

• Draft, you are still building it. Nothing has been ordered.
• Sent, the order is placed and you are waiting.
• Partially received, some of it turned up.
• Received, all of it turned up.
• Canceled, you called it off. Canceling never changes your stock.

Booking In What Arrives

Open the order and enter what actually came, line by line. That adds the stock at the destination you chose and moves the order to Partially received or Received. You can record what you were really charged at the same time, which keeps your costs honest when a price moves between the order and the invoice.

Suppliers on an Item

Each item can carry its own supplier list, set on the item form: who you buy it from, their part number, the unit you buy it in, how many you get per pack, a minimum order, and a lead time in days. Mark one as Preferred and that is the one KeyBolt reaches for.

Related

• Receive and move stock
• Low stock alerts