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Purchase Order

Menu Purchases → Purchase Orders (`/purchase/orders`). Create supplier orders with parties and items, manage draft/approve, share/download, and Generate Purchase Invoice when goods/bills arrive.

Create

Party & Product on the Fly

On create you can select or create suppliers (Supplier / Customer+Supplier) and products or services — purchase price loads from the item by unit and conversion rate.

Supplier (Party)

  • Pick Company name from parties filtered as Supplier or Customer + Supplier
  • Create or update party on the fly from billing details when the slip saves the firm
  • GSTIN, address, phone, email fill Billing Details; State is required
  • Party purchase currency applies when multi-currency is enabled
  • Full party master: Party

Product screenshot coming soon

Purchase Order party picker is supplier-oriented — not every customer-only party.

Product & Service lines

  • Select ITEM NAME from Product and Service (both types)
  • Type a new name to create on the fly (Product/Service added successfully)
  • On select: quantity defaults, main unit + conversion factors, HSN/SAC, GST definition
  • UNIT PRICE loads via purchase-order unit-price API using the selected unit and conversion rate
  • Change unit → price recalculates from the item’s purchase rates
  • Catalogue master: Item (barcode scan helpers may apply when enabled)

Product screenshot coming soon

Purchase price follows the Item master — keep purchase rates and units accurate for clean POs.

Line columns you fill

Q

Quantity + Unit

Qty with unit select; conversion drives price and totals.

Unit Price

From product purchase price for that unit/conversion.

D

Description

Line Description plus document-level Description in Additional Information.

#

Order extras

Dispatch Date, Delivered QTY, Undelivered QTY on order lines when shown.

Tip

Prefer defining Items with purchase price and conversion units first — on-the-fly create is for speed; masters stay cleaner under Item.

Frequently asked

Can I add a customer-only party?+

PO filters Supplier and Customer + Supplier. Pure customers belong on sales docs; use Party to set the right type.

Related features

Ready to try Party & Product on the Fly?

Jump into Billoxy and see it in action on your own data.

Open Purchase Orders