Help · Purchases
Purchase orders in SwiftlyBooks
Orders you send suppliers, billed in full or in parts as the goods come. An order posts nothing itself.
Raise an order
- Press New purchase order.
- Choose the Supplier and the day it is Wanted by, then add a line for each thing ordered.
- Notes for the supplier and Terms and conditions start from the template and print on the order. Type a Reference to print one too.
- Press Approve. It gets its number, such as PO-HO-000001.
Send it
- Press Email or WhatsApp on the order, or PDF to print it.
- With the supplier's email or phone on file, the button is Approve and send. Untick sending in the editor to approve only.
Bill it
- When the supplier's bill comes, press Make bill on the order.
- Under This time, change any line to bill only part of it, then press Make it.
- On the draft bill, press Edit, type Their invoice number and check the prices, then press Approve.
Good to know
- The bill made from an order goes into the books, never the order.
- An order shows Part billed until every line is billed, then Billed.
- On Stock, Draft purchase orders drafts orders for what has fallen to its reorder level, for you to check and approve.
Related
The same help is in the app: press the ? at the top of any page.