Purchase Orders

A Purchase Order (PO) is a commercial document you send to a vendor to authorize a purchase. In Formul, the PO lifecycle helps you track what you’ve ordered versus what has actually arrived.

The PO Lifecycle

Status	Meaning
DRAFT	You are still building the order. No stock changes.
OPEN	The order is confirmed and sent to the vendor. You are waiting for delivery.
PARTIAL	Some items have arrived, but not all.
CLOSED	The order is complete (either fully received or manually closed).

Creating a Purchase Order

1. Navigate to Purchasing > Orders.

2. Click Create Purchase Order.

3. Select Vendor: Choose from your list of active vendors.

   

4. Add Items:

   • Search for raw materials or packaging.
   • Enter the Quantity and Unit Price.
   • Tip: The Unit Price defaults to the last price you paid.

5. Click Create Draft.

Submitting the Order

When you are ready to send the order to the vendor:

1. Open the Draft PO.

2. Review the items and prices.

3. Click Submit Order.

4. The status changes to OPEN.

   

Tip

External Communication: Currently, you should export the PO details or copy them into an email to send to your vendor.