1.7.4 Add Purchase Order 新增采购单

> Welcome to Procurement Management Setup. Establishing a robust procurement workflow requires three critical phases: 1. Supplier Management, 2. Status Settings, and 3. Purchase Order Operations. 欢迎来到采购管理设置。建立一个完善的采购工作流需要经历三个关键阶段：1. 供应商管理，2. 状态设置，3. 采购单实操。
>
> This third document focuses on Purchase Order Operations. Here, you will learn how to create and manage POs, understand Headquarter vs. Branch permissions, and utilize dynamic status nodes for flexible recording. 这第三份文档将聚焦于“采购单实操”。在此，您将学习如何创建和管理采购单，了解总店与分店的权限差异，并利用动态状态节点进行灵活的单据记录。

#### 3.1 Purchase Order Overview & Permissions 采购单概览与权限控制
1. **Navigate to Order Preview (进入订单预览)**: Go to the Purchase Order module. This page displays the list of all procurement documents. 1. **进入订单预览 (Order Preview)**：前往采购单模块。此页面显示所有采购单据的列表。
2. **Permission Control (权限控制)**: The system automatically filters visibility based on your account level: 2. **权限控制 (Permission Control)**：系统会根据您的账号级别自动过滤可见内容：
 * **Headquarters (总店)**: Has full visibility of all branches' POs and has the authority to create new purchase orders for any specific branch. **总店 (Headquarters)**：拥有所有分店采购单的完整查看权限，并且有权为任何指定分店创建（代下）新的采购单。
 * **Branch (分店)**: Can only view, create, and modify purchase orders that strictly belong to their own outlet. **分店 (Branch)**：只能查看、创建和修改严格属于本门店的采购订单。
![](/media/202605/2026-05-14_134655_6444950.907709055828149.png)
#### 3.2 Adding a Purchase Order 新增采购单
On the Order Preview page, click **Add Purchase Order (新增采购单)** to open the creation form. The form is logically divided into five main sections. 在订单预览页面，点击 **Add Purchase Order (新增采购单)** 打开创建表单。该表单在逻辑上分为五个主要区块。
![](/media/202605/2026-05-14_135416_7897530.6102184682375927.png)

**Section 1: Basic Information 基本信息**
This section defines the core attributes, routing, and lifecycle stage of the order. 本区块定义了订单的核心属性、流转去向以及生命周期阶段。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **Date** 日期 | **Required.** The creation date of the purchase order. **必填。** 采购单的创建日期。 |
| **Target Inventory Store** 目标库存门店 | **Required.** Select the destination outlet for the goods. *Permission Logic (权限逻辑):* HQ users can select any branch. Branch users can only see and select their own store. **必填。** 选择货物的目的地门店。 *权限逻辑：* 总店用户可以选择任何分店。分店用户只能看到并选择自己的门店。 |
| **Status** 状态选择 | **Required.** Manually set the current workflow stage. *Dynamic Logic (动态逻辑):* The fields required in the rest of this form will change dynamically based on the "Operation Nodes" assigned to this status in the backend. Useful for back-filling (特殊情况补录). **必填。** 手动设置当前的工作流阶段。 *动态逻辑：* 表单其余部分的必填项，将根据后台分配给该状态的“操作节点”发生动态改变。适用于特殊情况补录。 |
| **Delivery Address** 送货地址 | Choose **Default Store Address (默认门店地址)** to use the registered system address, or select **Use Other Address (使用其他地址)** to manually enter a different destination. 选择 **默认门店地址** 以使用系统注册地址，或选择 **使用其他地址** 手动输入不同的目的地。 |

![](/media/202605/2026-05-14_135444_8298820.7361459564383427.png)

**Section 2: Supplier Selection 供应商选择**
Link the order to a specific vendor from your pre-configured database. 将订单关联到您预先配置的数据库中的特定供应商。

![](/media/202605/2026-05-14_135512_9776950.9419951648793776.png)
**Section 3: Product Details 商品明细**
Specify the exact items, quantities, and prices being ordered,It will change according to the operation nodes, for example, enabling the mandatory inventory quantity. 明确订购的具体商品、数量和价格，会根据操作节点变化，例如开启必填入库量。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **+ Add Product** + 添加产品 | Click to select items from your inventory list to add to the PO. 点击从您的库存列表中选择商品添加到采购单。 |
| **Clear All Products** 清除所有产品 | Removes all current items from the order list with one click. 一键移除订单列表中的所有当前商品。 |
| **Product / Unit / Remarks** 产品 / 单位 / 备注 | The item name, its unit of measurement, and specific item-level notes. 商品名称、计量单位以及特定的商品级备注。 |
| **Order Qty / Price** 订购数量 / 单价 | Input how many units you are ordering and the agreed unit price. 输入您要订购的数量和商定的单价。 |
| **Order Amount / Action** 订购金额 / 操作 | The system automatically calculates the line-item total. Use the Action column to delete specific items. 系统自动计算单行项目总额。使用“操作”列可删除特定商品。 |

![](/media/202605/2026-05-14_135540_2051270.42987916033770657.png)
**Section 4: Upload File 上传文件**
Attach supporting documents for compliance. 附加支持性文件以确保合规。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **Upload File** 上传文件 | Click or drag files to upload (Supports Image or PDF). *Validation (校验):* If your selected Status has "Mandatory Attachments" enabled, you cannot submit the order without uploading a file here. 点击或拖拽文件进行上传（支持图片或 PDF 格式）。 *校验：* 如果您选择的“状态”启用了“强制上传附件”，则必须在此处上传文件后才能提交订单。 |

![](/media/202605/2026-05-14_135556_5437190.4936361229445829.png)
**Section 5: Remark & Tax Calculation 备注与税费计算**
Finalize notes and review the financial totals before submission. 完善备注并在提交前核对财务总额。

| Field/Action 字段/操作名称 | Explanation 含义与操作解析 |
| :--- | :--- |
| **Remarks** 备注 | Enter additional order information or global notes for the supplier. 输入额外的订单信息或给供应商的全局备注。 |
| **Tax (%) / GST (%)** 税率 (%) / GST (%) | Enter applicable tax percentages. The system will compute the final values. 输入适用的税率百分比。系统将计算最终数值。 |
| **Order Amount (Subtotal/Total)** 订购金额 (小计/总计) | The projected financial value based purely on what is being requested. 纯粹基于请求订购量所计算出的预估财务价值。 |
| **Actual Amount (Subtotal/Total)** 实际金额 (小计/总计) | The finalized financial value based on physical receipt. *Validation (校验):* If the Status requires "Mandatory Receiving Qty", this actual amount becomes the strict baseline for Finance to process payments. 基于实际到货情况确定的最终财务价值。 *校验：* 如果状态要求“强制填写入库数量”，此实际金额将成为财务处理付款的严格基准。 |
| **Cancel / Submit** 取消 / 提交 | Discard the draft or confirm and save the Purchase Order into the system. 放弃草稿，或确认并将采购单保存到系统中。 |

![](/media/202605/2026-05-14_135610_7097790.6934526863022208.png)
### 2. Frequently Asked Questions (FAQ) 常见问题

* **Q: Why am I forced to upload an attachment when creating a brand new Purchase Order?** **Q：为什么我在新建采购单时，系统强制要求我必须上传附件才能保存？**
 * **A:** This happens because you manually selected a status (e.g., "Received") that has the "Mandatory Attachments" node enabled in the backend settings. To proceed with the back-filling, you must provide the required documentation (like a Delivery Order or Invoice), ensuring strict compliance rules are met even during special case recordings. **A**：这是因为您在新建时手动选择了一个在后台启用了“强制上传附件”节点的状态（例如“已入库”）。为了继续完成补录，您必须提供所需的文件（如送货单或发票），以确保即使在特殊情况补录时，也能严格满足合规性规则。

* **Q: I am logged in as a Branch Manager. Why can't I select other outlets when raising a PO?** **Q：我以分店经理的身份登录。为什么我在建采购单时不能选择其他门店？**
 * **A:** For security and data segregation, branch accounts are strictly restricted to their own inventory operations. Only users logged in with Headquarter (HQ) credentials possess the cross-store authority to raise POs for other branches. **A**：出于安全和数据隔离的考虑，分店账号被严格限制只能操作自身的库存业务。只有使用总店 (HQ) 凭证登录的用户，才拥有跨店为其他分店建单的权限。