Process Purchase Blanket Orders

GoldFinch supports Purchase Blanket Orders through the Blanket Order feature, allowing you to track large purchase commitments over time. This functionality enables you to release quantities as needed by generating Purchase Orders (POs) in alignment with your supply demand.

Steps to Use Purchase Blanket Orders

• Navigate to the Blanket Order tab
  Click the New button and select Purchase Blanket Order as the record type.

• (Optional) Disable the Sales Blanket Order record type
  You can restrict access to the Sales Blanket Order type organization-wide or by individual user profile.

• Enter Blanket Order Header and Lines

• Release Quantities to Create Purchase Orders

  • Edit the line item and enter the Qty. to Order field.

• Click the Create Purchase Order button to generate a new Purchase Order from the released quantity.

• Track Related Purchase Orders

  • From the Blanket Order page, view all related Purchase Orders and their current statuses.

• Each Blanket Line tracks the total quantity ordered across all related Purchase Orders.

Article Process-Purchase-Blanket-Orders  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center