Creating a purchase order (standard form)

Related Articles and How to Use Them

• This article describes how to manually enter purchase orders one by one using the ERPNext standard purchase order form.
• If you want to create a bulk purchase order from approved purchase requests Ordering Workbench We will use this.
• If you want to create a purchase order while individually adjusting the details for each supplier Purchase Order Creation Editor We will use this.
• In daily operations, we first review the two screens mentioned above, and in special cases where those do not meet the requirements (such as one-off orders to exceptional suppliers), we use the standard form.

What you can do on this screen

A purchase order is a document used to formally order goods or raw materials from a supplier. In ERPNext, you can convert a purchase request or create a purchase order directly.

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How to create a purchase order

Method A: Create from a purchase request

1. Open the approved purchase request.
2. Click "Create ▾" → "Purchase Order"
3. The details of the purchase request will be automatically copied.

Method B: Create a new one

1. In the search bar発注書 Enter the following, or select Purchase Order from the Purchasing workspace.
2. Click "+ Add"

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Input Items

Step 1: Header Information

Item Name	Description	Required
Supplier	Select the supplier for your order	✅
Date	Order Date	✅
Scheduled Date	Expected Arrival Date	✅
Company	Our Company (Select if there are multiple companies)	✅

Step 2: Enter the items

Add the ordered item to the item table.

Item Name	Description
Item Code	Select from Item Master
Quantity	Order Quantity
Unit Price	Purchase Price
Scheduled Date	Scheduled arrival date for each item
Warehouse	Destination warehouse

Step 3: Taxes

In the "Taxes and Fees" section, select a sales tax template.

Step 4: Save and Confirm

1. Save as a draft using "Save".
2. Review the details and confirm your order by clicking "Confirm".

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Purchase Order Approval Flow

Depending on your company's setup, there may be an approval process set up for purchase orders.

1. Create and save purchase orders.
2. The approver will receive a notification via the workflow.
3. The approver clicks "Approve".
4. Confirmation is possible after approval.

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From Purchase Order to Next Step

Operation	Reports Created	Description
Create ▾ → Arrive	Inventory Record	Product Receipt Record
Create ▾ → Purchase Invoice	Purchase invoice	Processing invoices from suppliers

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Purchase Order Status

Status	Meaning
Draft	In progress (editable)
Confirmed	Order confirmed, awaiting arrival
Partial Arrival	Some items have arrived
In Stock	All items have arrived
Completed	Both receiving and billing are complete
Cancellation	Cancelled

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Next Steps

• Incoming shipment processing → Inventory Record / Material acceptance
• Invoice processing → Purchase invoice
• I want to switch to bulk ordering and progress management → Ordering Workbench