Purchase Orders

Covers purchase orders (PO), PO items, PO receipts, and PO status types. POs target either materials (raw inputs) or finished goods (resale), set on creation. Receipts drive the materials or finished-goods inventory ledger.

Writes

1. Create purchase order — Triggered from the Purchase Orders page → "New PO" button. Creates a PO header (vendor, target type, dates, ship-to location, costs, initial status).
2. Update purchase order — Triggered from the Purchase Order Detail page. Edits header fields. Changing status transitions the PO through its workflow (Planning → Placed → In Transit → Partial → Received → Paid / Cancelled).
3. Delete purchase order — Triggered from the Purchase Order Detail page. Removes the PO and all its items and receipts.
4. Bulk-import purchase orders — Triggered from the Data page. Uploads a CSV/Excel file to create multiple POs at once.
5. Add item to purchase order — Triggered from the Purchase Order Detail items section. Adds a line for a material or SKU (depending on target type) with quantity and unit cost.
6. Update purchase order item — Triggered from the Purchase Order Detail items section. Changes quantity, unit cost, or referenced material/SKU on an existing line.
7. Remove item from purchase order — Triggered from the Purchase Order Detail items section. Drops a line from the PO.
8. Create receipt against purchase order — Triggered from the Purchase Order Detail receipts section. Records that a receipt landed on a given date with a set of received quantities; drives the inventory ledger.
9. Update receipt — Triggered from the Purchase Order Detail receipts section. Changes receipt date or received quantities.
10. Delete receipt — Triggered from the Purchase Order Detail receipts section. Removes a receipt and reverses its ledger effects.
11. Upload document to purchase order — Triggered from Purchase Order Detail documents section. Attaches a file (uploaded to GCS) with a display name.
12. Delete document from purchase order — Triggered from Purchase Order Detail documents section. Detaches and removes a file.
13. Create PO status type — Triggered from Settings → PO status types. Adds a new status to the PO workflow.
14. Update PO status type — Triggered from Settings → PO status types. Renames or recolors a status.
15. Delete PO status type — Triggered from Settings → PO status types. Removes a status (only allowed if no PO is currently in it).
16. Reactivate PO status type — Triggered from Settings → PO status types. Reverses a soft-delete / deactivation.

Reads

1. List purchase orders — Triggered from the Purchase Orders page (default view). Returns POs with header fields, optionally filtered by status, vendor, or target type.
2. Get purchase order detail — Triggered by clicking a PO in the list. Returns the full PO header.
3. List items across purchase orders — Triggered from cross-PO views (e.g., reporting, lookups by material/SKU). Returns PO items spanning multiple POs.
4. List items for a purchase order — Triggered from the Purchase Order Detail page. Returns the line items for a single PO.
5. List receipts for a purchase order — Triggered from the Purchase Order Detail receipts section. Returns the receipts logged against a PO.
6. Get receipt detail — Triggered by clicking a receipt on the Purchase Order Detail page. Returns a single receipt with its received items.
7. List documents for a purchase order — Triggered from Purchase Order Detail documents section. Returns the files attached to one PO.
8. Generate PO PDF — Triggered from the Purchase Order Detail page → "Export PDF". Returns a PDF of the PO formatted for sending to the vendor.
9. List PO status types — Triggered from the Purchase Orders filter dropdown, the Purchase Order Detail status selector, and Settings → PO status types. Returns the available statuses.
10. Check if PO status type is in use — Triggered before deleting a status type. Returns whether any PO is currently in that status (gates deletion).