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When goods or services need to be ordered from a supplier, a purchase order is created. A purchase order can be created as new, or another purchase order can be converted into a new purchase order. Once completed, if goods need to be refunded, a return is created.

A Purchase Order is different to a Bill.
  • Purchase Orders allow more details to be entered, eg. the supplier's address and supplementary comments
  • A Purchase Order is closed when all it's products are 'received' in the Goods Receiving section
  • Payments for Purchase Orders are recorded in the Supplier Accounts section

Purchase Order
  • Job - the job the goods are for.
Order
  • Description - a brief description of the order.
  • Discount (%) - a discount which applies to the whole purchase order.
  • Tax - the default tax rate. It can be overriden for each component.
  • Currency - applies to the whole purchase order.
Timeline
  • Entered - the date the job was entered.
  • Ordered - the date the goods were ordered.
  • Goods Required - the date the goods are required.
  • Received - the date the goods were received.
  • Supplier Invoiced Date - the date the purchase order was invoiced by the supplier.
Staff
  • Entered By - the person who entered the purchase order.
  • Ordered For - the person who the goods are for.
Last modified: 7/12/2009

More Information

  • Addresses
    Each purchase order has a delivery address where the purchase order is sent.
  • Comments
    You can make comments about a purchase order , either for internal purposes or to appear on the purchase order (if the templates have been designed to include comments).
  • Production Details
    The Production Details are all the sections and components that make up the purchase order - the actual goods or services which are to be bought.