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Purchase orders (POs) are formal documents issued to suppliers authorizing the purchase of goods or services. Relyant tracks POs from creation through approval, delivery, and goods receipt.

Purchase order lifecycle

  1. Create — a PO is created (directly or converted from a purchase request)
  2. Send to supplier — the PO is issued to the supplier
  3. Receive goods — items arrive and are logged in a goods receipt
  4. Close — the PO is closed once all items are received

Purchase order statuses

StatusMeaning
DraftCreated but not yet sent
SentIssued to the supplier
Partially ReceivedSome items have been received
ReceivedAll items have been received
ClosedPO is complete
CancelledPO was cancelled
Required role: Admin or Manager to create and manage purchase orders.

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