Purchase orders
A purchase order (PO) is the document describing what is ordered from a supplier and what is expected in the warehouse. Everything that happens later depends on it: receiving, quality control, put-away and the invoice.
Stockly → Purchasing → Purchase Orders.
The list
Section titled “The list”Columns: PO Number, Supplier, Warehouse, Status, Put-away, Expected Delivery, Total (Net), Created. Filters: status and supplier.
The separate Put-away column exists because “received” and “placed on shelves” are two different things: an order can be fully received while still sitting in the buffer.
Creating one
Section titled “Creating one”Create Purchase Order. An order can also come from:
- reorder suggestions → Reorder suggestions,
- importing a supplier invoice or price list → Import PDF.
The order card
Section titled “The order card”Tabs: General, Items, Details, Documents, Operations, Quality control, Invoices, Movements.
General
Section titled “General”The supplier (Supplier, Email, Address), Target Warehouse, Expected Delivery, Source invoice, Notes, and four status axes:
- Order Status — the document’s lifecycle,
- Delivery Status — how much has arrived,
- Payment Status — settlement,
- Put-away Status — how much has left the buffer for the shelves; derived automatically from received versus shelved stock, so it cannot be set by hand.
Below it is the Activity Log: who moved the order from which state to which, and when.
The lines with ordered and received quantities. Each has its own state: Not received, Partially received and Received. Whether the goods reached a shelf is a different question, answered by the document’s Put-away Status above.
Details
Section titled “Details”Commercial terms: shipping and other costs and how they are spread across lines. → Invoices and landed costs
Documents
Section titled “Documents”Documents attached to the order, including the generated PDF sent to the supplier.
Operations
Section titled “Operations”The warehouse operations created from this order: receipts and put-aways.
Quality control
Section titled “Quality control”Quality control of the received goods, if it is switched on. → Quality control
Invoices
Section titled “Invoices”Supplier invoices attached to the order and how they match the receipt.
Movements
Section titled “Movements”The stock movements this order caused: the full path from delivery to shelf.