The purchase order and supplier invoice lists
Where purchase orders and supplier invoices live, how to filter and search them, and where purchases appear in orders, projects and items.
People with the «Purchases» permission, in view or edit mode.
Needs the add-on.
Purchases has two lists, one for what you order and one for what suppliers bill you, and a purchase can also start from an order, a project, an item or a repair. This page shows where everything is.
Where to find it
In the sidebar, «Purchases» has two entries: «Purchase orders» and «Provider Invoices». «Subrentals» has its own entry.
Everything you can do
| You want to | Where | How |
|---|---|---|
| Order from a supplier | «Purchases» → «Purchase orders» → «New Purchase Order» | Create a purchase order |
| Approve, send or print a purchase order | The purchase order's header and «⋯» menu | Approve and send a purchase order |
| Put what arrived into stock | «Receive», in the purchase order's header | Receive a purchase order into stock |
| Charge a purchase to a job | The «Order» and «Project» fields of the editor | Link a purchase to an order or project |
| Record what the supplier bills you | «Convert to» → «Provider Invoice», or «New Provider Invoice» | Record and validate a supplier invoice |
| Cancel a supplier invoice | The invoice's menu → «Void» or «Delete» | Void or delete a supplier invoice |
| Pay a supplier | The payments card of the purchase order or the invoice | Assign a payment to an invoice or supplier invoice |
| Follow subrented equipment | «Subrentals», in the sidebar | The Subrentals list and statuses |
| See what a job cost | The order's «Profitability» card | How purchases count in order and project profitability |
The purchase order list
- The status bar filters by «All statuses», «Draft», «Pending», «Completed» and «Canceled».
- The filters cover type, dates, amounts, supplier, order and project.
- The search finds a purchase order by its number, internal reference, supplier quote reference or notes.
A purchase order's page has the «General», «Preview» and tabs. The header holds «Approve», «Receive» and «Send», and the «⋯» menu the rest. The right column shows related documents, payments, emails, notes, files, tasks and tags.
The supplier invoice list
- The status bar filters by «Draft», «Validated» and «Voided».
- The filters cover dates, due date, amounts, supplier, order, project and tags.
- The search finds an invoice by Filmo's internal number or the supplier's number.
A supplier invoice's page has the «General», «Details» and «Activity history» tabs. While it's a draft, the header shows «Edit» and «Approve»; «Void» and «Delete» are in its menu.
Purchases in other places
| Where | What you see |
|---|---|
| An order's «Documents» card | Its purchase orders and supplier invoices, with their status. «Add» creates either one |
| An order's «Subrentals» card | Its subrentals and their purchase orders |
| An order's «Stock purchase» card | The stock bought from the order and the purchase order that records it |
| A project's «Finances» | The «Purchase documents» block, with the purchase orders and invoices of the project and its orders |
| A repair ticket | «Convert to» → «Purchase order» |
| An item | «Add stock» → «Create purchase order» or «From purchase order» |
Note: Without the add-on, the purchase documents in an order's «Documents» card appear blurred.