Purchase Orders & Proforma Invoices
Create B2B purchase orders and proforma invoices for supplier transactions.
Purchase Orders (POs) formalise buying from suppliers. Proforma Invoices are preliminary quotes sent before an order is placed. Both modules appear in the sidebar for accounts with the relevant add-ons.
Purchase Orders
PO list is at route /popageList. PO settings (your header template) are at /popage. Creating a PO: go to PO List → New PO. Select supplier, add line items, set delivery date, and send. PO statuses: Draft → Sent → Received / Partially Received → Closed.
Receiving goods against a PO
When stock arrives, open the PO and click Receive Goods. Enter quantities received. Cresivox automatically adds the received quantity to product inventory.
Proforma Invoices
Proforma list is at /proFormaListTable. Settings (template header) at /proformaPage. Creating a proforma: select buyer, add line items with HSN codes, set validity date, add payment terms. Share as PDF or WhatsApp. Once buyer approves, convert to a real order from inside the proforma.