Orders & procurement

Orders move through pending, processing, shipped, and delivered with a timestamped lifecycle. Packing slips and invoices export to PDF. Every order is tied to a customer, including billing and shipping addresses.

Placing an order reserves stock. Cancelling releases it. Available quantity is on-hand minus reserved, which is what the sales line shows when you book the order.

Record carrier, tracking, and ship date. Shipping the order issues inventory — including lot and serial assignment — and posts cost of goods sold. Returns and credit memos reverse stock and revenue cleanly.

Each order belongs to a customer with billing/shipping addresses, credit limit, and order history. Orders that would exceed the credit limit are blocked. Account statements export as PDFs.

Create POs against suppliers with line items and expected dates. Status runs from draft through confirmed and received. Export a PDF to send. MRP can draft POs from shortages; a person still confirms them.

Confirming a purchase order requires a manager or admin so spend is committed on purpose.

Receive shipments as they arrive, partially or in full. Each receipt updates on-hand and accrues the payable for exactly what came in — including lots and serials when the item requires them.

Three-way match compares the purchase order, receipt, and vendor bill before you pay. Landed costs such as freight and duty attach to item cost instead of disappearing into a mystery expense account.