Production and purchasing

Create purchase orders and internal orders from Order Process

Use Order Process to start the right kind of order record, whether the job is normal purchasing or an internal movement workflow.

4 min read · Updated Mar 18, 2026 · Buyers and managers creating order records

Use Order Process when the order should start as a formal record instead of an informal list.

Choosing the right order type at the beginning keeps fulfillment and reporting cleaner later.

Quick facts

Start here

Starting with the right order type reduces cleanup later.
Internal movements should not be disguised as normal purchasing.
Date choices matter because they shape downstream review and execution.

Step 1: Choose the right order path

Use a normal purchase flow for supplier buying.
Use the internal order or transfer path when inventory is moving between your own locations.

Order Process page for starting new purchase or internal orders — Choose the right order type at the start so the downstream receiving and reporting work stays clean.

Step 2: Save the record with the details future steps need

Set the dates, location context, and notes early so the next team is not guessing.
Review the saved order from the downstream order review area if the workflow continues there.

Order Review page showing saved order records — After you save the record, use the review area to confirm the order carries the details the next team needs.