Every purchase in the system has a status. Purchase status can have the following values:
Planned
Purchases are initially created with the “Planned” status. Materials and products are not added to inventory when creating a purchase in this status.
Placed
When a purchase moves to the “Placed” status, materials and products still aren't added to inventory. This status is designed to help you track orders placed with suppliers.
Partially Received
Use "Partially Received" when your supplier splits deliveries across multiple shipments over time. This status lets you track each shipment individually — marking what's arrived and what you're still waiting for.
Learn more about working with partial purchases in a separate article.
Received
When a purchase transitions to the “Received” status, all materials and products listed in the purchase are added to inventory.
If you've enabled the “Show received date for purchases” option, the system will ask for the received date when changing to this status.
To change a purchase status, click on the status icon and select the desired status. Before changing a purchase status, you'll see a calculation of how inventory levels will change.
You can also change the default status for new purchases in the system settings.
For example, if you set the default status for new purchases to “Received” in the settings, any new purchase will be created with the “Received” status, and materials and products will be immediately added to inventory.