Send materials back to a supplier when something's wrong with what arrived — this article covers the prerequisites, the basic steps, and the most common snags people hit.

How to Create a Return

Move a PO through its stages and reconcile received materials into stock or a job, this article covers updating status, what reconciliation actually does, and where things commonly trip people…

Managing PO Status & Reconciliation

Build a PO by hand or let AI populate it from a file,  this article covers both paths, plus the one supplier mix-up that trips people up most.

How to Create a Purchase Order

The essential PO workflow: creating orders, tracking their status through to reconciliation, and processing returns when needed.

PO Basics

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