Invoiceninja: Purchase Orders

[FBachofner]

Pursuant to Hillel's comments at
https://www.invoiceninja.com/forums/topic/purchase-orders-off-topic/#post-13955
I am opening a new issue to request implementation of Purchase Orders within InvoiceNinja.

I, too, am not particularly conversant with POs, but have reached out to two clients who have requested their inclusion. I will report back here with their comments.

In general, InvoiceNinja will need tables to track inventory and/or raw materials (for manufacturing), vendors, the purchase orders themselves and possibly more. However, with the current IN product version you are already much of the way there! :-)

To start you may wish to look at the following links:
https://en.wikipedia.org/wiki/Purchase_order
https://blog.procurify.com/2013/09/23/all-you-ever-needed-to-know-about-purchase-orders/

and two videos showing how QuickBooks has implemented this in
the _desktop_ version: https://www.youtube.com/watch?v=C8vNAmihHNY
the _online_ version: https://www.youtube.com/watch?v=MPI_GqBq_as

Procurify also has an free online P.O. generator at:
https://po.procurify.com/

Even more templates for implementation and presentation ideas are here:
http://www.purchase-order-template.com/category/purchase-order-form/

At minimum, InvoiceNinja should likely include the ability to e-mail P.O.s (as PDFs) and also print them for conventional mailing.

[dali-dbr]

Hi.

Well Invoice Ninja has all the parts already made vendors, Expanses etc.... It just needs to be connected the right way.

Purchase order is basically a controlled system for outgoing money. The opposite way it is now. Outgoing money is simple when the company is small, but when you get more people involved it can get messy without a good workflow and a system.

So there are a few key factors.

• without a purchase order no one can send the invoice. Only after you send vendor a purchase order they can send you an invoice containing a purchase order #

inside there are a few important fields

• which person sends the Purchase order (held responsible within the company)
• to which person it is addressed (responsible on the vendor's side)
• products, services, items that are to be invoiced with a total amount (same as creating an invoice now)
• instructions about how to prepare the invoice and where to send the invoice. (terms)

The best would be to allow the invoice to be uploaded to us via the Client panel.

In addition to that the client portal could have a section with Invoices paid by us.

Also there could be an option for early payments with discounts for example:
30 days payment = no discount
15 days payment = 10 % discount
7 days payment = 15% discount

Br,
Dali

[chrisdicarlo]

I think a purchase order feature can be broken down a couple of different ways:

• Internal tracking to allow item receipts, reports, etc but not necessarily have any integration directly with the vendor;
• Automated email sending of the PO to the vendor via email;
• Automated submission of the PO to the vendor via EDI, UBL, etc.

Personally, most of my distributors do not accept POs via email - indeed more than half only support submitting orders via their online portals, i.e. no direct interfacing. I use the POs internally to allow my employees to know what's on order, track backorders, receive items, etc. When I complete the order with my vendor, I manually enter the PO number so that the generated invoice(s) correctly reference my source document internally.

[snakebyte69]

Our company clients that request purchase orders, we send them via email.

We would very much like to see Purchase Orders added to Invoice Ninja, something simple that could be expanded over time.

A workflow as follows
Quote --> Purchase Order --> Invoice

[scheidleon]

Hi,
any news on this?
Our company is looking for a new invoice software and purchase orders are the only thing missing from InvoiceNinja.

[turbo124]

@scheidleon definitely in the pipeline as a priority with V5.