Purchase Order

Purchase Orders are used when a product is purchased for a specific one-time purchase. These are used infrequently for grower sales, but are common for back-to-back sales.

Key Items:

  1. Number: automatically generated. You can override, but you can also customize the numbering scheme (see Configuring Number Schemes).

  2. Buyer / Address / Contact: the buyer of the product, their address, and contact information. Typically YOU.

  3. Seller / Address / Contact: the seller of the product, their address, and contact information. The Grower/Supplier.

  4. Ship To / Address / Contact: the recipient of the product, their address, and contact information.

  5. Reference 1: for customer/seller references that help them correlate. For example, a sales number from them.

  6. Reference 2: same as above, but a separate field if needed.

  7. Memo: a general memo which may appear on bookings, shipment advice, and other reports.

  8. Source: web? sales person? referral? you can use this however you want -- it's not currently shown on any reports

Sections:

  • Line Items: the items being purchased (see Purchase Order Items)

  • Orders: associated with this contract (not editable)

  • Additional Terms: standard terms associated with the order. You can also add more terms (see Template Terms)

  • Notes: generic notes section

  • Attachments: you can attach any type of file. Note that images are publicly accessible.

  • Queues: these are used to communicate status and coordinate work. You can only add or remove from queues to which you belong. Press "Promote to Next Queue" to automatically select the next queue in the workflow, if any.

  • Bills: associated with this order (not editable)

Key Reports:

  • Purchase Order: send to grower.