Purchase Orders

Overview

Purchase orders manage supplier orders linked to Orders. They track what needs to be purchased from suppliers to fulfill customer orders.

Model: VentureDrake\LaravelCrm\Models\PurchaseOrder Table: {prefix}purchase_orders (default: crm_purchase_orders)

Attributes

Attribute	Type	Description
`external_id`	`string`	UUID used in URLs (auto-generated)
`purchase_order_id`	`string`	Auto-generated PO number
`reference`	`string`	External reference
`description`	`text`	Description
`currency`	`string`	Currency code
`subtotal`	`integer`	Subtotal (stored in cents)
`discount`	`integer`	Discount (stored in cents)
`tax`	`integer`	Tax (stored in cents)
`adjustments`	`integer`	Adjustments (stored in cents)
`total`	`integer`	Total (stored in cents)
`order_id`	`integer`	Related customer order
`organization_id`	`integer`	Supplier organisation
`person_id`	`integer`	Supplier contact
`user_owner_id`	`integer`	Owner user
`user_assigned_id`	`integer`	Assigned user

Note: All money fields are stored in cents.

Relationships

Method	Type	Related Model	Description
`order()`	`belongsTo`	`Order`	Related customer order
`organization()`	`belongsTo`	`Organization`	Supplier
`person()`	`belongsTo`	`Person`	Supplier contact
`purchaseOrderLines()`	`hasMany`	`PurchaseOrderLine`	Line items
`labels()`	`morphToMany`	`Label`	Labels/tags
`ownerUser()`	`belongsTo`	`User`	Owner
`assignedToUser()`	`belongsTo`	`User`	Assigned user

Line Items

Model: VentureDrake\LaravelCrm\Models\PurchaseOrderLine Table: {prefix}purchase_order_lines (default: crm_purchase_order_lines)

Reached from the purchase order via purchaseOrderLines().

Attribute	Type	Description
`external_id`	`string`	UUID
`product_id`	`integer`	The product being purchased
`product_variation_id`	`integer`	Optional product variation
`description`	`text`	Optional line description
`quantity`	`decimal(15,3)`	Quantity, to at most 3 decimal places
`price`	`integer`	Unit price (stored in cents)
`tax_rate`	`decimal`	Tax rate percentage applied to the line
`tax_amount`	`integer`	Tax on the line (stored in cents)
`amount`	`integer`	Line total (stored in cents)
`currency`	`string(3)`	Currency code
`order`	`integer`	Position of the line on the document

Note: quantity is decimal(15,3), so a purchase order line can carry 3.5 Kg or 0.25 L. The HasDecimalQuantity trait casts it, which means $line->quantity reads back as a PHP float.

PDF Generation

Purchase orders are exported as PDF documents through barryvdh/laravel-dompdf, rendered with one of the five shipped PDF Templates.

The template is resolved per record: the purchase order's own pdf_template column when set, otherwise the default chosen for purchase-order under Settings → Templates, otherwise a PDF view the host has published and customised, otherwise modern. A PDF template select on the purchase order create and edit form pins a template to the record; leaving it blank follows the Settings default.

Downloads, the emailed attachment and the portal render all resolve the same way, so all three agree.

Note: The Settings key for this document type keeps its hyphen — pdf_template_purchase-order.

Creating a Purchase Order

use VentureDrake\LaravelCrm\Models\PurchaseOrder;

$po = PurchaseOrder::create([
    'currency' => 'USD',
    'subtotal' => 5000,
    'tax' => 500,
    'total' => 5500,
    'order_id' => $order->id,
    'organization_id' => $supplier->id,
    'user_owner_id' => auth()->id(),
]);

Searching & Filtering

Searchable by reference, purchase_order_id, and associated organisation names.

Traits

Trait	Description
`SoftDeletes`	Soft delete support
`BelongsToTeams`	Multi-tenant team scoping
`HasCrmFields`	Custom field support
`SearchFilters`	Search and filter capabilities
`HasCrmActivities`	Activity timeline tracking

Reference

#Purchase Orders

#Overview

#Attributes

#Relationships

#Line Items

#PDF Generation

#Creating a Purchase Order

#Searching & Filtering

#Traits