Q1. What are Purchase Orders?
Purchase Orders are external documents sent to suppliers to confirm a purchase of goods or services.
Note: Purchase Orders are created prior to billing and do not affect ledgers.
Q2. How does Purchase Orders work in Jaz?
Purchase Orders sit between Purchase Orders and Bills in the flow: Purchase Request → Purchase Order → Bill
A Purchase Order can be created from a Purchase Request or as a standalone order. It can also be converted directly into a Bill.
Purchase Orders in Jaz goes through three stages: Pending → Bill Due → Active
Pending: The order has been created from a request or directly
Note: Can be converted directly to a Bill
Bill Due: The order is ready to be billed or fulfilled
Active: Shows all currently active orders.
Q3. What do the different Purchase Orders status mean?
Each order stage includes specific statuses that reflect progress:
Pending
Created: order has been created from a request or directly.
Bill Due
Confirmed: order is confirmed and can be converted to a Bill.
Partial: a part of the order amount has been billed.
Active
Includes all Bill Due statuses
Full: the order amount has been fully billed.
Q4. How do I create an order?
An order can be created in two ways:
Direct: Go to Purchases → Orders → Purchase Orders → + New Order
Convert from Purchase Request: Choose a Purchase Request → Convert to Order
Note: This associates Purchase Orders to a request.
Fill in the required details and Save.
Purchase Order Reference
Order Date
Items
Q5. Can I bulk create orders?
Importing to bulk create Orders is not yet supported.
Q6. Who can create Purchase orders?
You can assign Orders permissions in Access Management.
Q7. Are there limits to orders?
Yes, trial includes 50 orders, Orders, and requests on the Essentials Plan, with the option to purchase an add-on to remove any limits.