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.
Record a partial receipt
If only part of the order arrives:
- Open the Sent order.
- Select Partially received.
- Enter the quantity received for each line.
- Save the quantities.
The order remains open for later receipts or closure when no further material is expected.
Mark a complete receipt
Select Mark as received when every line has arrived. Talento completes the received quantities and confirms stock movements for items with stock management.
See Items to understand global, office, and pending-confirmation stock.
Warning
Mark the order as received only after the goods have arrived. This action confirms quantities and can affect available stock.
Close or cancel an order
- Close finalises a received or partially received order. After a partial receipt, use it when no more goods are expected.
- Cancel is available while the order is sent and should no longer continue.
Both actions remove stock movements that remain unconfirmed. Closed and cancelled orders can no longer be edited.
Duplicate and review history
Duplicate creates a new editable order from the original. Review its date, provider, lines, and quantities before using it.
Select History to review creation, edits, approval, sending, receipts, closure, cancellation, and duplication. Use it to understand who made each change and when.
Outcome
You can verify the result on the configuration page, in the list, or in the state described in the steps above.
Common problems
If an option does not appear, check the active module, the specific permission, and the record's scope. If the configuration is correct and the problem continues, save the displayed message and contact support.