Purchases

Purchases is where stock comes in — purchase orders to suppliers, and the bills that come with them. Before you start, make sure you have at least one product (Inventory) and one supplier (Contacts) set up — you'll need both to create an order.

The section has three tabs: Overview, Purchases, and Purchase Bills.

Step 1: Create a purchase order

1. Click New purchase order from the Purchases page (or the dashboard's New Purchase quick action).
2. Under Order details, pick a supplier — this list comes from Contacts. Not there yet? Add them first, then come back.
3. Check the order date (defaults to today) and add any notes.
4. Under Line items, click Add item for each product you're ordering, and set the quantity and price for each.
5. Tick Mark as paid if you're settling the bill immediately — otherwise leave it unticked and record the payment later.

6. Save it. You have two options at the bottom:
   • Create purchase order — saves it. Stock isn't affected yet.
   • Save & start next order — saves it and immediately opens a new blank order, handy if you're entering several supplier orders back to back.

Step 2: Confirm it

A saved purchase order doesn't touch your stock until you confirm it. Open it from the Purchases tab and confirm — this increases stock for every line item on the order. It's the mirror image of confirming a sales order, which decreases stock instead.

If your workspace has purchase approval turned on (under Settings → Purchases), confirming isn't instant — an owner or admin has to sign off first. Worth knowing before you assume a stuck order is a bug; check with whoever holds that role.

Step 3: Track what you owe

Every confirmed purchase shows up under the Purchase Bills tab, along with its payment status. This is the supplier-side counterpart to customer invoices under Sales — check here when you need to know what you still owe a supplier.

What's not here yet

There's no dedicated goods-receipt step separate from confirming the purchase order itself — confirm records the stock-in directly. If you need to track partial deliveries against a single purchase order, that's not currently supported.