Feature Guide / Purchase Orders

Working with
purchase orders.

The Purchasing screen is where Dream MRP turns supply planning into action. Filter the orders that need attention, email the PDF straight to your supplier, record their confirmation, and keep everything in sync with Xero — including deletions.

overview / the grid
One view, every status

The Purchasing grid shows every purchase order across its full lifecycle — Dream MRP Planned, Plan Approved, Submitted, Authorised, Billed, and Deleted — alongside the email status and supplier confirmation for each one.

Click any row to open the full PO in a side panel: header, lines, supplier confirmation, and the actions you need (PDF, email, confirm, post to Xero).

step_01 / filter the noise
Focus the grid

Four toggles sit above the grid: Show closed, Not confirmed, Not emailed, and Planned only. Combine them — for example Planned only + Not emailed instantly surfaces planned POs that still need to go out.

step_02 / email the PDF
Send to the supplier

Open a PO and click Email supplier. Dream MRP generates the PDF, sends it to the supplier's contact email, and tracks the delivery status — Sent, Opened, Clicked, or Bounced — right back in the grid.

step_03 / record confirmation
Capture the supplier's reply

When the supplier confirms the order, click Confirmation and record their reference and the confirmed delivery date. Confirmed POs are flagged in the grid and the confirmation block appears at the top of the order detail.

step_04 / stay in sync
Deletions handled automatically

If a PO is deleted in Xero, Dream MRP detects it on the next sync and updates the status to Deleted — no need to clean up your grid by hand.

The Email and Confirmation buttons are hidden for Dream MRP Planned orders — those still need to be posted to Xero (or auto-approved) before they're ready to send to a supplier.

Status colours at a glance

  • Dream MRP Planned — created by MRP, awaiting your review
  • Plan Approved — auto-approved and ready to bulk-send to Xero
  • Submitted / Authorised — live in Xero, sent or ready to send to the supplier
  • Billed — invoiced by the supplier; treated as closed
  • Deleted — removed in Xero; kept for history but excluded by default

Email status reference

  • Sent / Queued — handed off to the email provider
  • Opened / Clicked — the supplier engaged with the email
  • Bounced / Failed — investigate the supplier's email address; the Not emailed filter surfaces these
Support

Questions about the purchase order workflow? Email support@dreammrp.com.

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