Orders to Purchase
Items that need to be ordered from a supplier.
The Orders to Purchase tab surfaces individual order lines that have been flagged for reordering from a supplier but have not yet been linked to a purchase order. Each line represents a product quantity that a customer has ordered and that the store needs to procure.
Use this view to collect those pending lines into a new purchase order, or to add them to an existing one, so that inbound stock can be tracked through the rest of the purchasing workflow.
A line item only appears here when all three conditions are true: the order line has Create Purchase Order enabled, the line has not been cancelled, and it has not already been reserved against an existing purchase order line.
Understanding the list
Each card in the list represents one order line — not a whole order. The same sales order can appear multiple times if it has several lines that need purchasing.
What each card shows:
| Field | Description |
|---|---|
| Order ID | The sales order this line belongs to, shown in accent colour |
| Order status | The current status of the parent sales order |
| Product name | The display name of the product variant |
| Product code | The internal SKU code |
| Supplier SKU ID | The supplier's own reference for this SKU, if set |
| Qty | The quantity that needs to be ordered |
| Customer name | The customer who placed the original order |
| Warehouse | The warehouse code the shipment is assigned to |
| Supplier | The default supplier for this line, if configured |
Searching
Tap the search bar at the top and type to filter by order ID, product name, or SKU. Results update automatically with a short delay as you type.
Filtering
Tap the filter icon on the right of the search bar to open the Filters panel. A numbered badge shows how many filters are active.
| Filter | Description |
|---|---|
| Market / Store | Limit results to orders destined for specific markets or stores |
| Supplier | Show only lines associated with a specific supplier |
Tap Apply Filters to close the panel and refresh the list.
When a supplier filter is active, a chip appears below the search bar showing Supplier: followed by the supplier name. Tap the × on the chip to remove it, or open the Filters panel and tap Clear All.
Selecting lines
Tap any card to select it — a tick appears in the checkbox and the card's border highlights. Tap again to deselect.
Once at least one line is selected, a selection bar appears at the bottom of the screen showing:
- A select all checkbox — tap to select or deselect all visible lines at once
- X selected — the count of currently selected lines
- Clear All — deselects everything without navigating away
- Create PO — creates a new purchase order containing the selected lines
- Add to PO — adds the selected lines to an existing purchase order
Creating a new purchase order
- Select one or more lines by tapping their cards.
- Tap Create PO in the selection bar.
- In the Create Purchase Order dialog:
- Optionally type in the Select Supplier field and choose a supplier from the autocomplete list. This is optional — you can create the PO without assigning a supplier.
- Tap the Warehouse field and choose the destination warehouse. The warehouse defaults to your device's home store if one is configured.
- If multiple lines share the same SKU, enable the Group by SKU toggle to consolidate them into a single purchase order line per SKU instead of one line per order.
- Tap Create.
The new purchase order opens immediately in the Purchase Order Detail view. The selected lines are cleared from the Orders to Purchase list once they have been reserved against the new PO.
A warehouse selection is required. The dialog will show an error if you tap Create without choosing one.
Adding lines to an existing purchase order
Use this option when a suitable purchase order already exists and you want to append the selected lines to it rather than create a new one.
- Select one or more lines by tapping their cards.
- Tap Add to PO in the selection bar.
- In the Add to Purchase Order dialog:
- Search for the target purchase order by ID or supplier name using the search field.
- Tap the purchase order you want to add the lines to — a tick confirms the selection.
- Enable Group by SKU if you want lines with the same SKU to be merged into a single PO line.
- Tap Add.
The Purchase Order Detail view opens so you can review the updated lines. The processed lines are removed from the Orders to Purchase list.
Group by SKU
The Group by SKU toggle is available in both the Create PO and Add to PO dialogs.
| Toggle state | Behaviour |
|---|---|
| Off (default) | Each order line creates a separate purchase order line |
| On | Lines sharing the same SKU are merged into a single PO line with the combined quantity |
Use Group by SKU when ordering the same product for multiple customers to reduce the number of lines on the purchase order.
Refreshing
Tap the ⋮ (more options) button in the top-right corner and select Refresh to reload the list from the server.