How to create a purchase order in Books?

TB Books · purchase-orders · Last updated August 17, 2026 · Version 1

This process works in apps: TB Books, TB Sync

This article will teach you how to create a PO, send intended purchases, and later receive or bill against it.

Purchase orders document intended buys before the vendor invoice arrives. They give buyers, receiving, and AP a shared checklist under Purchases → Purchase Orders. When Sync places a supplier order electronically, your team may still mirror it with a Books PO for internal control — reconcile both paths so you do not pay twice.

Steps

• Open Purchases → Purchase Orders.
• Click New PO.
• Select vendor and ship-to location.
• Add lines with quantities and expected costs.
• Review totals and save the PO.
• Share or export the PO to the vendor if your process requires it.
• When goods or the invoice arrive, receive in WMS and create a bill against the PO.

Conclusion & best practices

Keep PO statuses honest (open vs closed) so buyers do not reorder the same lines. When Sync placed the supplier order, reconcile that vendor order with the Books PO/bill path your team uses. Close POs when fully received even if the vendor invoice is delayed.