The Purchase Orders page in the Produce module lets you create, edit, and track purchase orders for materials. Use this section to request materials from vendors, manage order status, and maintain line-item details through the ordering process.
Navigating to Purchase Orders From the main menu, go to PRODUCE™ → Purchasing → Orders .
The page shows a grid of all vendor purchase orders. On desktop, orders are displayed in a sortable, filterable table; on mobile, they appear as cards.
Grid Columns Column Description PO Number The purchase order number (auto-generated if left blank) Vendor The vendor supplying the materials Status Current order status (see Statuses ) Order Date Date the order was placed Line Items Number of line items on the order Urgent Whether the order is flagged as urgent (inline editable)
Marking Orders as Urgent You can toggle the Urgent flag directly in the grid without opening the order: click the checkbox in the Urgent column. The change saves immediately.
Purchase Order Statuses Status Meaning Draft Order created, not yet approved Approved Order approved and ready to send to vendor Shipped Vendor has shipped the order Delivered Order has been received Closed Order complete and closed Cancelled Order was cancelled
Only Draft and Approved orders can be edited. All other statuses are read-only.
Creating a Purchase Order
Click the + (Add) button
Fill in the order header:
Site (pre-filled with your current site, read-only at creation)Vendor (required)PO Number (optional — auto-generated as DRAFT-{timestamp} if left blank)Order Date (optional)ERP ID (optional)Urgent checkbox
Add line items:
Select a material from the product dropdown
Enter the quantity (minimum 1)
Repeat for each material
Click Create Draft PO
The new order is created in Draft status.
Editing a Purchase Order Open a Draft or Approved order by clicking its row. An edit panel appears on the right.
On a Draft or Approved order you can change:
Site — the delivery locationUrgent — flag or unflag the orderStatus — move the order to an allowed next status (see Status Transitions )
Vendor and Order Date are displayed but cannot be changed after creation.
Status Transitions The Status dropdown only shows legal next states for the current status:
Current Status Can Move To Draft Approved, Cancelled Approved Shipped, Draft (un-approve), Cancelled
Changing status opens a confirmation prompt. After confirming, the order moves to the new status immediately.
Once an order reaches Shipped, Delivered, Closed, or Cancelled status, it cannot be edited. A banner explains why the form is read-only.
Managing Line Items The Line Items sub-grid inside the order panel lets you add, edit, and remove individual materials from the order.
Adding a Line Item
Click Add Line
Select a material from the Product dropdown
Enter the Quantity Ordered (minimum 1)
Optionally enter ERP Job ID or Material ERP ID
Changes are staged — click Save in the panel header to apply
Editing a Line Item Click a cell in the line items grid to edit it. Editable fields:
Product (material item)Qty Ordered ERP Job ID Material ERP ID
Removing a Line Item Click the × button on a row to remove it. Unsaved new rows are removed immediately; existing rows are marked for deletion and removed when you save.
Saving Changes After editing line items or header fields, click Save to apply all changes at once. The save process:
Removes deleted lines
Updates changed lines
Adds new lines
If any step fails, the process stops and your unsaved changes remain so you can retry.
If you have unsaved line edits and try to close the panel or click a different order, you’ll be asked to confirm discarding your changes.
Vendors The Vendors section at PRODUCE™ → Purchasing → Vendors lists the vendors you can select when creating purchase orders. Vendor details (name, description, city, state) are editable directly in the grid when you click Edit . Click Save after making changes to apply them, or Discard to cancel.
Material Items Track and manage material inventory
PRODUCE™ Overview Learn about the PRODUCE™ module
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