Link a Purchase Order (PO) to a Supplier Invoice

Overview

How to attach a purchase-order number to a supplier invoice so receipts reconcile back to the originating PO.

Who This Is For

Business Owner, Sole Trader, Admin, Supervisor, and Finance (where role permissions allow). The PO feature must be enabled on the business.

Before You Start

• The supplier invoice has been uploaded (see Upload a supplier invoice, Quick Start 36) and is ready for review.
• You know the target the invoice should be allocated against (a Job, Restock, split PO, or Unassigned).
• If you are linking an existing PO, the PO already exists in the business.

Steps

1. Open the supplier invoice from Supplier Invoices.
2. Scroll to the PO / Allocation section of the supplier-invoice review screen.
3. Select an Allocation Mode — for example one target, split by PO, restock, or unassigned.
4. Select a Target Type — Job, Restock, or the equivalent option offered.
5. Select the specific job or PO from the dropdown.
6. Save or confirm the allocation.
7. Continue reviewing the supplier invoice — match each line to a material, review unit conversions, then apply to inventory.

What Happens Next

The supplier invoice is reconciled against the chosen allocation. The PO link supports reconciliation and audit, and the standard review and apply flow continues from here. Once applied, the invoice updates material stock and creates inventory movement records.

Related Guides

• Upload a Supplier Invoice (Quick Start 36)
• Capturing Supplier Invoices (Feature Write-Up 20)
• Apply a Supplier Invoice to Inventory (Business Owner role-based guide)