We’re excited to announce that it’s finally here — Purchase Orders are now available in Orderry!
This new document type formalizes product supply requests, helps you align terms with suppliers, and gives you full control over fulfillment and delivery.
This is just the first beta release of the feature, and we’ll keep expanding its capabilities. But even now, you can already:
Create purchase orders and add the required products with quantities and prices.
Print, download as PDF or XLS, and send purchase orders to suppliers for approval.
Update and track order statuses.
View the full change history in the Event Feed or Activity Log.
Record supplier payments and refunds.
Post products directly from a purchase order once they are received.
In upcoming updates, you’ll also be able to reserve products for clients, create purchase orders based on the Products below minimum stock report, add custom statuses, configure fields, and much more.
Let’s take a closer look at what you can already do.
Creating a Purchase Order
In the Inventory module, you’ll now find a new Purchase Orders tab, where you can:
Create new purchase orders.
View the history of created orders with their statuses, suppliers, delivery dates, and more.
Print and export purchase orders.
Filter orders by creation date, status, supplier, warehouse, and delivery date.
To create a new document, click + Purchase Order. Here you can specify:
The current date or another (past) date as the document creation date.
The supplier.
The warehouse where products should be delivered.
A list of products with purchase prices and quantities.
After entering the details, you can either simply create the document or create and open it right away. Once created, you can still edit data, add or remove products, leave comments or attach files in the Event Feed, and record payments — whether paying the supplier or registering a supplier refund.
If you need additional information, please use the step-by-step instructions on creating and editing purchase orders.
Purchase Order Statuses
Currently, the following system statuses are available:
Draft
In Progress
Awaiting Approval
Received
In Transit
Posted
Canceled
Rejected
Note: setting the Posted status will automatically initiate posting products from the purchase order. The supplier, warehouse, product list with quantities, and purchase prices will be automatically copied into the posting document.
In the future, you’ll also be able to add your own custom purchase order statuses.
Sending a Purchase Order to a Supplier
To send a purchase order to a supplier, you can:
Export it to an XLS file.
Download it as a PDF when printing the document.
Later, we’ll also add the option to send a document directly from the purchase order dialog.
Tracking Purchase Order History
You can track purchase order history both in the order’s Event Feed and in the Activity Log. These track:
Purchase order creation/deletion (Activity Log)
Status changes
Order amount changes
Supplier changes
Posting creation
Comment creation
Access Rights for Purchase Orders
In Settings > Employees > Roles, you can define which employees can view, create, edit, and delete purchase orders.
By default, employees now have the same access rights for purchase orders as they do for postings.
For example:
If a user can only view postings, they can only view purchase orders.
If a user can create and edit postings, the same permissions apply to purchase orders.
That’s all for now, friends! We’ll be very grateful for your feedback — any questions, comments, suggestions, or ideas. Your input always helps us move in the right direction. So if you’d like to share your thoughts, please write to us in the Support chat.