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Billoxy · Features

Desktop

Purchase Order

Menu Purchases → Purchase Orders (`/purchase/orders`). Create supplier orders with parties and items, manage draft/approve, share/download, and Generate Purchase Invoice when goods/bills arrive.

Workflow

Draft vs Create (Approved)

Save as Draft while the order is incomplete; Create (or Update on edit) finalizes the purchase order as approved so you can preview, share, and convert.

Two save paths

D

Save as Draft

Keeps status Draft — continue editing from the list or preview.

✓

Create / Update

Finalizes the order (Approved path) — ready for share and Generate Purchase Invoice.

From draft to finalized

  1. 1Filter list Status → Draft
  2. 2Open Edit (or View → Edit from preview)
  3. 3Complete lines and tax → click Create / Update (not Draft) to approve/finalize
  4. 4Toast confirms saved / updated; status moves off Draft toward Approved

Edit locks

  • Some orders become non-editable (`isEditable` false) — banner explains why; buttons freeze
  • Copy remains available to reorder without changing the locked original
  • Closed / Shipping statuses appear as the order progresses after invoicing/fulfilment

Product screenshot coming soon

Unlike some sales flows, PO finalize is Create/Update rather than a separate Approve button.
Tip

Use Draft while negotiating with the supplier; finalize with Create before Generate Purchase Invoice so related invoices attach cleanly.

Frequently asked

Is there a dedicated Approve on the list?+

Purchase Order uses Save as Draft vs Create/Update. Open a draft from the list or preview, then Create/Update to finalize. Status filter Draft vs Approved shows the result.

Related features

List

Purchase Order List

The Purchase Order list shows Purchase Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.

View feature
Preview

Preview, Templates & Share

Purchase Order Preview loads PDF templates — pick a template (including Default), download or print, and share via Email or WhatsApp.

View feature
Create

Create Purchase Order

Create New Purchase Order captures order header, supplier billing, line items, tax and discounts, then Save as Draft or Create.

View feature

Ready to try Draft vs Create (Approved)?

Jump into Billoxy and see it in action on your own data.

Open Purchase Orders