Module Purchase Orders

Suppliers
Numero/ID of module	40
User doc. of module	This page
Developer doc. of module	Module Supplier (developer)

Introduction

The module Purchase Orders, also called Supplier Order is currently hosted by the module *Supplier*. You can type in orders you make to your customers, with lines of details, send them to him and received products in stock if you use the Module Stocks En.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

3-step approval option:

By default, purchase orders require to be created by one user (with create permission) and approved by another (with approve permission). This therefore makes 2 steps: a step/user to create/validate and a step/user to approve. Note that if a user has both permissions, these two actions are performed at once. The "Approve in 3 steps" option adds the need for approval by a third step/user, if the order amount is greater than the amount of a defined value, so 3 steps required:

1=Creation/Validation,
2=First approval and
3=Second approval if the amount requires it. Leave the field empty if a single approval (2 steps) is sufficient, place a very low value (0.1) if a second approval (3 steps) is still required.

Life cycle / Business rules

A supplier order follows the following life cycle:

Draft (0) --> Validated (1) --> Approved (2) --> Ordered to vendor (3) ---------------------------------/---> Received completely (5)
                            \                 \                         \--> Received partially (4) ---/          \  
                             \                 \                         \--> Canceled (7)                         \
                              \                 \                         \                                         \
                               \                 \-------------------------\-----------------------------------------\----> Creation of invoice or Classify "Billed"
                                \                 \
                                 \                 \--> Canceled (6)
                                  \
                                   \--> Refused (9)

Create a supplier order

The creation of a supplier order is done from the supplier file in the third party or suppliers section of the application, supplier tab. The button allowing it is found in the action bar of the supplier file.

The order is then created in the draft state.

You must then select products sold by the supplier from the given list. If you want to add a new product, it is necessary to go through the interface of the products / services, to create a product then to use the supplier tab of the product sheet and to indicate the minimum price and quantity for this supplier. The product is then available in the list of products from this supplier and can be added to the order line.

Close a supplier order

Once the products or services of an order have been received, you must return to the order form to enter the receipt. The status of the order then passes to partially received or completely received depending on the information entered.

Delete a supplier order

To delete an order, you need to open its file. An order can only be deleted if it is in draft form. Once validated, it can only be canceled. The deletion of an order erases all the data relating to it.

A deleted order cannot be recovered.

Modify a supplier order

To modify an order, you must open its file. An order can only be modified if it is in draft form.