Business Rules
In this guide:
Purchase Order Creation Rules
- Supplier Is Mandatory: every PO must have a supplier selected before it can be created
- At Least One Product Is Required: a PO cannot be saved with zero line items
- Destination Location Is Required for Inventory Receipt: a destination must be set so received stock has a warehouse to land in
- Currency Is Applied to the Entire Purchase Order: one currency covers every line and every summary total on the PO — it cannot be mixed per line
Inventory Rules
- Products Are Received into the Selected Warehouse: the destination location chosen at creation is where every receive action credits stock
- Inventory Updates After Receiving Products: Quantity and On-hand for the affected SKU increase immediately when a receive is saved
- Purchase Orders Maintain Expected Delivery Dates: the Expected date set on the PO persists through edits and is visible on both the list and detail page
Supplier Rules
- Products Are Associated with Selected Suppliers: when product–supplier linking exists, PO lines for that product inherit supplier SKU, cost, and tax defaults
- Purchase Orders Are Linked to Supplier Records: each PO stores a reference to its supplier, shown by name on both the list and detail page even if the underlying supplier record changes later