How to Combine Purchase Orders by Supplier

In many situations, it can be helpful to create a Purchase Order for a project by supplier rather than by task. This module will guide you through the steps to create a new Purchase Order by supplier using the Order Queue.

How to receive a purchase order

Previously, we created and sent a purchase order to a supplier. In this module, learn how to receive the items on the purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.

How to credit or refund a purchase order

You can credit/refund Purchase Orders that have been receipted. This takes the goods out of stock and returns them to the supplier. A Supplier Credit Note is also created in Xero to that Supplier.

How to create a purchase order

Purchase orders are created when you want to purchase stock from a supplier. In this module, learn how to create a new purchase order and what different purchase order statuses mean.

Create and receive purchase orders from an assembly

If you want to purchase components to create an assembly, the "Purchase Order from Assembly" feature in Tidy makes it easy to ensure you order all of the material items required. In this module, learn how to create and receive purchase orders from an assembly.