Purchases
Last update:
07/21/2026
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In this topic
Purchases Overview
- Introduction to Purchases
- Vendor Management & Price Lists
- Creating & Confirming Purchase Orders
- Purchase Analysis Report
- Purchases Settings Deep Dive
- Receiving Goods
- Vendor Bills from Purchases
Vendors
Purchase Orders
Reporting & Analysis
Creating & Confirming Purchase Orders
Creating a Purchase Order
Go to Purchases > Orders > Requests for Quotation → Create.
PO Form - All Fields
| Field | Model Field | Behaviour |
|---|---|---|
| Vendor | partner_id | Select vendor. Pre-fills addresses, currency, payment terms. |
| Vendor Reference | partner_ref | The vendor's PO number or your internal ref. |
| Order Date | date_order | Defaults to today. |
| Expected Arrival | date_planned | Auto-calculated from vendor lead time. |
| Payment Terms | payment_term_id | Pre-filled from vendor. Override per PO. |
| Currency | currency_id | From vendor or company. |
| Buyer | user_id | The person managing this purchase. Defaults to current user. |
| Purchase Team | team_id | For procurement team tracking. |
| Source Document | origin | Auto-filled when created from sales order or reordering rule. |
| Fiscal Position | fiscal_position_id | Auto-detected for correct tax. |
| Incoterm | incoterm_id | For international purchases (EXW, FOB, DDP). |
Order Lines
- Add products. Quickenerp shows vendor price, quantity on hand, and lead time.
- If the product has a vendor price list, the price is pre-filled.
- Set quantity, unit price, taxes.
- Each line shows the subtotal and the expected arrival date.
PO Statuses
- RFQ - Draft. Not yet sent to vendor.
- Sent - RFQ emailed to vendor, awaiting confirmation.
- Purchase Order - Confirmed. Vendor accepted.
- Locked - Prevent further changes.
- Cancelled - PO cancelled before or after confirmation.
- Done - Fully received and billed.
Confirming a PO
- Open RFQ → click Send by Email to email the PDF to the vendor.
- After vendor confirms, click Confirm Order.
- Quickenerp: updates stock receipt schedule, reserves goods in transit.
Order Approval
If enabled in Settings, POs above the minimum amount enter an "Approval" state. The assigned approver receives a notification. They can approve or reject. The PO cannot be confirmed until approved.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.