Authored by: Support.com Tech Pro Team
How to Create a Partial Purchase Order in QuickBooks Online
Sometimes the reality of Purchases isn’t that simple. Often QuickBooks Online users have to find ways to record more complex transactions – often resulting in multiple transactions being recorded, taking them more time in entry and troubleshooting. Here are some new and upcoming options that will make handling complex sales and purchases easier. To use purchase orders, The Customer must be using the Plus version of QuickBooks Online and they will need to turn this feature on in their Company Settings
Create a new purchase order for your Customer's supplier
Your Customer will notice a new box under the Suppler Name which will currently say “openâ€
When the stock arrives and they have the Supplier Bill they can receive the stock by creating a “Bill†and their purchase order across from the drawer.
Add the purchase order to their Bill
If they have not received all items they can enter the amounts they have received and the undelivered items will remain on an open purchase order
The Purchase order will remain open until the balance of items has been received or the purchase order is manually closed.
They can update the purchase order status to closed which will finalize the entire purchase order.
Or they can close off individual items on the purchase order.
They can also run reports to get an overview of what they have on backorder/order with their suppliers
Run the Open Purchase Order List Report for a summary of purchase orders and the value outstanding:
Run the Open Purchase Order Detailed Report for a list of items they have on backorder and/or order.