A purchase order here records what you're buying against consumable products — the same purchase order process used by the Purchasing module, limited to consumables.
Before you start
In an organization that uses permission groups, you need Consumables › Purchase Orders › View (all or own) to see the list and an order's profile, and Consumables › Purchase Orders › Create to raise one. You don't need any Purchasing permission. With View (own) the list shows only the orders you raised. An order raised in Purchasing that isn't marked consumable doesn't open here.
The Purchase Orders list
Open Consumables > Purchase Orders.
| Column | Notes |
|---|---|
| ID | The order's custom ID. |
| Name | The order's name. Links to its profile. |
| Date | The order date. |
| Status | The order's status. |
Sort defaults to the ID column, descending. The toolbar shows a Create icon when you hold the Create permission for Purchase Orders.
Create a purchase order
- From the list, select the Create icon.
- Leave Auto checked to let OCTO Ops assign the Purchase order ID, or uncheck it to type your own.
- Enter a Name.
- Optionally set the Date and Due date.
- Add product line items — only consumable-flagged products are offered.
- Submit the form.
| Field | Required | What to enter |
|---|---|---|
| Purchase order ID | No | Leave Auto checked to assign one, or uncheck it and type your own. |
| Name | Yes | The order's name. |
| Date | No | The order date. |
| Due date | No | When the order is due. |
| Product line items | No | Product, Qty, Unit price, Discount per line. Only consumable products can be added. |
What happens when you save
On success, you see a toast reading "Purchase order created successfully" and you're taken to the order's profile. A 422 validation error is shown together with "Check your records before submitting this form again." if Name is missing; the rest of the fields aren't validated.
The purchase order profile
Shows the order's Date, Status, and Total, followed by an items table (SKU | Product | Qty | Unit price | Line total), or "No items" if the order has none. Read-only.
Current limitations
- There is no edit screen for these purchase orders.
- There is no way to change a purchase order's status once it's created.
- There is no print option for these purchase orders.
- There is no Delete control.