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A purchase order turns a procurement need into a commitment with a supplier. You can generate it from a Purchase assistant recommendation or create it manually when you already know what to order.

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Choose your starting point

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Create the order from the assistant

Path: Planning > Purchase assistant > Supplier
1

Define the horizon

In Needs up to, enter the cutoff date for the calculation. The assistant reviews expected demand through that day.
2

Review the proposal

Check current, incoming, and outgoing stock, the reorder point, and the proposed quantity for each item.
3

Adjust quantities

Change the proposal where necessary. Use the reload icon to restore the initial calculation or clear the field to exclude the item from the current order.
4

Check details

Select an item to review Purchase orders, Stock forecast, and Consumption history.
5

Generate the order

Click Generate order. Bold creates a draft for the supplier. Open it with View order and review its lines.
6

Confirm the lines

Confirm each line when the commitment is firm. The confirmed quantity becomes part of expected supply.
The assistant groups needs by supplier. Review each line’s expected date and quantity before confirming it.

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Create the order manually

Path: Planning > Purchase orders
1

Create the order

Click Create new order, select the supplier, and complete Order no., Supplier order no., Short description, and Notes, where applicable. Click Create to save the draft.
2

Add lines

Click Add line. Select the item and enter Quantity, Delivery date, Total price, and Notes, where applicable.
3

Confirm each line

Open the line, review the details, and click Confirm. The confirmed quantity becomes part of expected supply.
4

Record arrival

When the material arrives, click Create receipt from the order or create the receipt from Warehouse > Receipts.
Cancelling a confirmed line removes that incoming stock and can affect planning for other items.

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Next step

Receive a purchase order

Record the material’s arrival and update received quantities.