Before you start
The Purchase orders area tracks a purchasing need through to receipt. The document records the provider, date, items, quantities, notes, and owner, along with status changes and the people who made them.
Information
The Purchase orders feature has its own permission. Access to invoices does not automatically grant access to purchase orders.
Create a purchase order
- Open Purchase orders.
- Select New purchase order.
- Choose the provider and confirm the date.
- Add a description and notes when they help explain the purchase.
- Add at least one line with a catalogue item or manual name and its quantity.
- Save the order.
Talento assigns the next order number from the office of the person creating it. The order starts as Draft.
Search and filter orders
In Purchase orders, you can filter by status, owner, provider, and period. Use these filters to find orders awaiting approval, sent orders not yet received, or historical purchases from a provider.
Submit an order for approval
- Open the draft.
- Check the provider, lines, and quantities.
- Select Submit for approval.
The order becomes Pending approval and Talento notifies the responsible person. It cannot be edited while approval is pending.
Outcome
You can verify the result in your personal area or in the state described in the steps above.
Common problems
If an option does not appear, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not apply.