Create, track, and receive purchase orders from your vendors.
Purchase Orders
Purchase Orders (POs) let you track parts and supplies ordered from your vendors. Create a PO, add line items, mark it as ordered, then receive items when they arrive — inventory updates automatically.
Access POs from Purchase Orders in the sidebar.
PO Statuses
| Status | Meaning |
|---|---|
| Draft | PO created but not yet sent to the vendor |
| Ordered | PO has been placed with the vendor |
| Partially Received | Some items received, still waiting on others |
| Received | All items received |
| Cancelled | PO was cancelled |
Creating a Purchase Order
- Click New PO
- Select a vendor from the dropdown
- Optionally add notes
- Click Create PO
The PO is created in Draft status with an auto-generated PO number.
Adding Line Items
While a PO is in Draft status:
- Open the PO
- Scroll to the Add Item section at the bottom
- Fill in the description, SKU (optional), quantity, and unit cost
- Click the + button
You can remove items from a Draft PO by clicking Remove next to any line item.
Line items can be linked to products in your inventory. When you receive items, TechsBox updates your product stock automatically.
Ordering
When your PO is ready, click Mark Ordered. This changes the status from Draft to Ordered, locking the line items.
Receiving Items
When items arrive from your vendor:
- Open the PO
- Click Receive Items
- Enter the received quantity for each line item
- Click Confirm Received
If you receive fewer items than ordered, the PO moves to Partially Received. Once all items are accounted for, it moves to Received.
Receiving items automatically updates your product inventory.
Filtering
Use the status filter pills at the top of the list to view POs by status — All, Draft, Ordered, Partially Received, Received, or Cancelled.
Cancelling
Click the Cancel button on any PO that isn't already Received or Cancelled. You'll be asked to confirm.