Supply Order

Overview

The Supply Order Tab is a Tool within the Suppliers Application for creating and managing purchase orders. It supports linking a supplier and material line items so procurement can be tracked from order creation through fulfillment workflows.

How-To guides

• How to create a purchase order — video walkthrough and step-by-step setup for Supply Order

When to Use This Tool

• When you need to create a purchase order for a supplier
• When purchasing needs to attach materials and quantities to an order
• When you need to review, filter, import, or export purchase orders

What You Can Do in This Tab

• Create new purchase orders
• Select suppliers and add material line items
• Import and export purchase order records
• Search and filter orders by status

How This Tab Fits in the Application

Supply Order depends on Suppliers & Vendors for vendor selection and Materials List for line items. It is the procurement action layer of the Suppliers Application.

Notes and Limitations

• Useful purchase orders generally require at least one supplier and relevant material records.
• Visibility and available actions can vary based on capabilities and access rules.
• Accounting and payment follow-up may continue outside this Tab.
• Sample demo data may appear in documentation screenshots for illustration.