Learn how to create, manage, and track purchase orders in ServX Pro.
Creating a Purchase Order
- Navigate to Procurement → Purchase Orders
- Click "New Purchase Order"
- Select the supplier
- Set order date and expected delivery date
- Add products with quantities and prices
- Select delivery warehouse
- Add shipping instructions and notes
- Click "Save" to create the PO
Purchase Order Status
1
Draft
Order being prepared
2
Sent
Sent to supplier
3
Partial
Some items received
4
Received
All items received
5
Billed
Invoice received and recorded
Purchase Order Actions
Send to Supplier
Email or print the PO to send to your supplier.
Receive Goods
Record receipt of goods against the PO.
Record Bill
Create a supplier bill from the purchase order.
Cancel Order
Cancel the PO if no longer needed.
Tips
- Use reorder reports to identify what needs to be purchased
- Verify pricing before sending POs to suppliers
- Track expected delivery dates for planning