BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
Powered by GitBook
On this page
  • Activating Purchase Orders
  • Creating Purchase Orders
  • Supplier Information
  • Adding Products
  • From Purchase Order to (Incoming) Purchase
  • Purchase Orders and Stock Management

Was this helpful?

  1. APPS - INTEGRATIONS

Purchase Orders

PreviousProduct PhotoNextPurchases

Last updated 3 years ago

Was this helpful?

By using a purchase order, you can place orders with your suppliers from within BestInvoicing. The order can subsequently be converted into an actual purchase document.

Activating Purchase Orders

The document type 'Purchase Orders' is something that first needs to be activated in BestInvoicing:

  1. Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.

  2. Check the list of 'Apps and Integrations Related to Documents'.

  3. Click the green button 'Activate' on the line mentioning 'Purchase Orders'.

As soon as this document type is activated, it can be used immediately. A new line 'Purchase Orders' will appear in the general BestInvoicing menu to the left.

Creating Purchase Orders

The structure and layout of a purchase order is analogous to that of an invoice.

Haven't created an invoice yet? Take a look at the documentation about and learn how to do this.

In order to create a new purchase order, click the green button 'Add Purchase Order'.

Supplier Information

At the top of the document you can enter information on your supplier.

  • Type the search bar to select an existing supplier

  • Add information on a new supplier, then select 'Save as new supplier'

  • Modify information on an existing supplier (e.g. new address), then select 'Update supplier'

Adding Products

If you create a purchase order to a known supplier for known products (in BestInvoicing), you may use/display a purchase price. When entering a product to BestInvoicing, you can always add a purchase and a sales price. If you're repeatedly ordering such products, select your products on your purchase order line and the connected purchase price of the product will be mentioned on the purchase order.

If you know the purchase price of a (new) product, based on e.g. a catalog, you may enter the new product and copy the catalog price.

If the purchase price isn't exactly known yet, just enter the product and leave the field 'Price' blank.

From Purchase Order to (Incoming) Purchase

You can also indicate that the purchased goods have been received. This can be done via the blue 'Actions' button:

When receiving the ordered items, you'll probably also receive an purchase invoice. At that moment, you can easily convert the purchase order to a purchase in BestInvoicing.

Purchase Orders and Stock Management

Advice: if your supplier sent you a product list containing his (purchase) prices, you're able to import it easily into BestInvoicing (as new products or as an update to existing products). on how to do this, or contact us via .

At the bottom of the purchase order you can add an . Your supplier may copy the same reference on his document when creating the final invoice.

Just like an invoice or another document in BestInvoicing, you can send the purchase order to your supplier .

As soon as a purchase order is converted into a purchase, BestInvoicing will add the quantities of the ordered goods to the current stock levels. Using purchase orders is thus also a way to keep up with your .

creating an invoice - basic module
Read more
support@bestinvoicing.com
order reference
via email
stock management