Procurement

Procurement covers everything before stock arrives: planning what to buy, from whom, and when. Purchase orders express intent — stock only enters inventory when the merchandise is received (see Receipts and returns). Where you work: BOH → Procurement — Par levels (/boh/admin/procurement/par-levels), Suggested order (/boh/admin/procurement/suggested-order), Schedules (/boh/admin/procurement/schedules), and Orders (/boh/admin/procurement/orders).

Receiving schedules

A schedule defines a recurring purchasing rhythm with a supplier: which days you order, the cutoff time, and the expected delivery day. Purchase orders can be created against a schedule so deliveries stay predictable.

To create one: Procurement → Schedules → Create (/boh/admin/procurement/schedules/new), pick the supplier, the store, and the recurrence.

Purchase orders

A purchase order (PO) lists the items and quantities you intend to buy from one supplier for one store.

Lifecycle

DRAFT ──submit──► SUBMITTED ──confirm──► CONFIRMED ──first receipt──► PARTIALLY RECEIVED
  │                  │                                                        │
  └──── cancel ──────┘                                 everything received ──► RECEIVED
                                                                              │
                                                              explicit close ─► CLOSED

State	Meaning
Draft	Editable: add, change, or remove lines.
Submitted	Sent to the supplier for confirmation.
Confirmed	The supplier confirmed; goods receipts can now be linked to it.
Partially received	At least one linked receipt was posted, but lines remain pending.
Received	All lines fully received (automatic).
Closed	Explicitly closed; accepts no more receipts.

A PO can only be cancelled while in draft or submitted. Once confirmed, close it instead. And remember: a PO never moves stock by itself — only the goods receipts recorded against it do.

Create a purchase order

Open the order form

Procurement → Orders → Create (/boh/admin/procurement/orders/new).

Pick supplier and store

Optionally link a schedule and set the expected delivery date.

Add lines

For each item: quantity, purchase unit, and unit cost. If the item has a supplier link, the price and unit are suggested from it.

Submit and confirm

From the detail page (/boh/admin/procurement/orders/{id}), Submit the order and, when the supplier agrees, Confirm it.

Purchase order detail with lines and lifecycle actions

Par levels and suggested orders

Par levels define the target stock for an item in a store — how much you want on hand after replenishing. Manage them in Procurement → Par levels (/boh/admin/procurement/par-levels).

Par levels list with target stock per item and store

With par levels in place, BOH can compute a suggested order in Procurement → Suggested order (/boh/admin/procurement/suggested-order):

suggested quantity = target (par) − current stock

Only items below their par level appear in the suggestion, so building a weekly order becomes reviewing a pre-filled list instead of guessing quantities.

Suggested order based on par levels and current stock

Review par levels seasonally. A par set for winter demand will over-order in summer, and the suggestion is only as good as the target behind it.

Next: Receipts and returns.

Kiosk

POS

KDS

BOH

Fire Agent

Backoffice

PayBridge

Receiving schedules

Purchase orders

Lifecycle

Create a purchase order

Par levels and suggested orders

​Receiving schedules

​Purchase orders

​Lifecycle

​Create a purchase order

​Par levels and suggested orders

Receiving schedules

Purchase orders

Lifecycle

Create a purchase order

Par levels and suggested orders