--- title: Purchasing description: Order from suppliers, receive against the order, post the supplier's bill, and let reorder points draft the next orders for you. url: https://salexhub.com/docs/modules/purchasing type: how-to area: purchasing section: Modules last_updated: 2026-11-14 prerequisites: - https://salexhub.com/docs/platform/modules related: - https://salexhub.com/docs/modules/inventory - https://salexhub.com/docs/platform/products - https://salexhub.com/docs/platform/contacts-and-companies - https://salexhub.com/docs/control/approval-rules - https://salexhub.com/docs/control/access - https://salexhub.com/docs/agent/autonomy - https://salexhub.com/product/purchasing-and-stock tools: - purchase_order.confirm - purchase_order.close - purchase_order.cancel - supplier_bill.post - supplier_bill.void - supplier_bill.correct - replenishment.draft_orders - replenishment.proposals - purchase_order.on_order who: Owners and Admins, or a role with Organization settings, turn it on. Others work in it as their role allows, and only Owners and Admins void or correct a bill. --- # Purchasing Order from suppliers, receive against the order, post the supplier's bill, and let reorder points draft the next orders for you. > **Who can do this**: Owners and Admins, or a role with Organization settings, turn it on. Others work in it as their role allows, and only Owners and Admins void or correct a bill. Purchasing adds purchase orders, supplier bills and reorder points. You order from a supplier, receive against the order, post the supplier's bill, and let a reorder point draft the next order. ## Turn it on Turn Purchasing on from its page in **Explore modules**: see [Modules](https://salexhub.com/docs/platform/modules). Its shelf in the menu holds **Purchase orders** and **Supplier bills**. A supplier is a company: add it first, see [Contacts and companies](https://salexhub.com/docs/platform/contacts-and-companies). Receiving and the stock figures come from Inventory: see [Inventory](https://salexhub.com/docs/modules/inventory). ## Order from a supplier ### Add the order Open **Purchase orders** and add one. **Supplier** is required. Set **Order date**, **Expected**, **Deliver to**, **Currency** and **Tax %**, then add lines. A line that names a **Product** fills itself in from it, and takes its unit when you leave **Unit** empty: see [Products](https://salexhub.com/docs/platform/products). ### Confirm it Choose **Confirm**. The order gets its number and its lines freeze. Nothing is sent to the supplier: send it yourself. With Inventory on, the open quantities now count as **On order**. ### Receive and close Receive the goods against the order: see [Inventory](https://salexhub.com/docs/modules/inventory). The order closes by itself once every line is fully received. **Close** ends it earlier, when nothing more will come. **Cancel** is for an order the supplier will not deliver, and what was received stays received. Both are final. **Cancel** is for Owners, Admins and Members. A purchase order has no approval step of its own. An approval rule can hold **Confirm**: see [Approval rules](https://salexhub.com/docs/control/approval-rules). ## Post a supplier's bill ### Add the bill Open **Supplier bills** and add one. **Supplier** and **Bill date** are required. Enter the **Supplier's number**, **Due** and **Currency**, then the lines: each needs a **Description** and an **Amount**. To bill goods you received, name the **Goods receipt**, and a line can name its **Receipt line**. The receipt must be posted. A line that names a **Receipt line** and states no quantity bills what nothing has billed yet. No line can bill more than is left. ### Post it Choose **Post bill**. The bill gets a **BILL** number and can no longer be edited. A supplier's number is used once per supplier: another posted bill of the same supplier with it is refused. A posted bill that should not stand, such as one entered twice, is cancelled with **Void**. **Correct bill** voids it and drafts its replacement, linked in **Corrects**, with the same supplier, legal entity and currency. Only Owners and Admins do either. ## Reorder automatically Reordering needs Inventory as well as Purchasing, because it reads what is on hand and on order. ### Set a reorder point Open the product. In its **Reordering** card, choose **Set a reorder point**. Set **Minimum**, **Order up to**, **Pack of**, **Lead time**, **Supplier** and **Supplier price**. A product has one reorder point for each location. ### Draft the orders When what is on hand plus what is on order falls below the **Minimum**, the product shows **To reorder**. On the **Stock** page, choose the **To reorder** tile and then **Draft purchase orders**, or choose **Draft purchase order** on the product's card. One draft is made for each supplier, location and currency. It orders up to **Order up to**, or the minimum when that is empty, rounded up to the **Pack of**. Its **Expected** date is today plus the **Lead time**. A product with no supplier, one already on a draft or one no longer needed is skipped, and the page says which. ### Confirm each draft Open each draft, check it and choose **Confirm** to put it on order. ## Settings | Setting | What it does | | --- | --- | | **Settings > Purchasing > Setup** | Lists what is done and what is missing: **Legal entity**, **Products you buy** and **Document templates**, which is optional. For Owners and Admins. | | **Settings > Members and access > Access defaults** | Purchase orders start as **Public read/write**: see [Access](https://salexhub.com/docs/control/access). | ## What the Agent does - It reads **Goods on order** and **What to reorder** in every mode. - It drafts orders with **Draft purchase orders to reorder**, and creates and edits purchase orders and supplier bills like any record. Drafting runs from **Edit records**. - **Confirm**, **Close**, **Cancel**, **Post bill**, **Void** and **Correct bill** wait on a card unless the mode is Full autonomy, and an approval rule can still hold them. The Agent works as the person, so it cannot do what the person's role cannot: see [Autonomy and approvals](https://salexhub.com/docs/agent/autonomy). --- The same page for people: https://salexhub.com/docs/modules/purchasing. Index of this site for agents: https://salexhub.com/llms.txt