Order and receive stock

Raise a purchase order, receive it into lots, and settle the supplier invoice.

Draft

At /dashboard/platform/purchasing pick a supplier, add products with quantity and unit cost, and save the draft.

Send and confirm

Mark it sent when you place it with the supplier, confirmed when they confirm.

Receive

Enter, per item, the quantity received, supplier lot number, expiry date, location, and condition.

Capture the invoice

Record the supplier invoice. A variance needs approval from a different operator.

Claim shortages

Open a claim for short or damaged goods and resolve it as credit or rejected.

Settle

Someone with canManagePayments settles the invoice.

Run a delivery route

Build a route from packed orders, dispatch it, and close each stop.

Handle a recall

Quarantine lots, notify affected customers, and close the recall.

On this page

Draft
Send and confirm
Receive
Capture the invoice
Claim shortages
Settle