Manual Customer purchase orders

The Customer purchase order records a firm order. It can be entered directly or generated from an approved quote (Source column). As long as the order is not fully delivered and invoiced, its remaining balance stays positive and it remains In progress.

From Swifto's left-hand side menu, expand Sales then click Purchase orders.

The page displays in-progress orders (remaining > 0). At the top, 4 summary cards (Total, In progress, Cancelled, Net remaining), a filter by month, then the detailed list.

Table columns

The toolbar at the top right of the list brings together export, creation, deletion and search.

Click New. Fill in the header (customer, currency) then the item lines; totals are calculated live. Save with the green button.

The record distinguishes, line by line, what is ordered, delivered and remaining.

The purchase order consumes a quote upstream and feeds deliveries and invoices downstream.

flowchart LR
  A([Approved quote]):::s --> B[Purchase order
In progress]:::p
  B --> C[Delivery note
partial or full]:::p
  C --> D[Sales invoice]:::p
  D --> E([Payment received]):::s
  B -.->|remaining = 0| F([Closed]):::ok
  B -.->|reason| G([Cancelled]):::ko
  classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Rights managed by profile in Administration › Users & rights. Typical example:

Indicative matrix — depends on the profiles defined in your company.