# Configure automatic purchase receipts and restocks

Have confirming a purchase order create the Receipt and Restock documents for you, without skipping the storekeeper's validation.

Source: https://support.toolingmetrics.com/en/purchasing/guides/configure-auto-receipt-restock/
Updated: 2026-10-29

**Prerequisites:** None.

**Required permission:** Admin Center access (organization owner or a member of the `<org-name>-admins` group).

The **Automatic Purchase** setting has the Receipt and/or Restock document created for you the moment a Purchase Order is confirmed, so nobody has to remember to open them. Out of the box it is set to **Purchase Receipt & Purchase Restock**. With it set to **Off**, confirming creates nothing else — a Buyer or storekeeper opens **New Receipt** (and later **New Restock**) from the order manually. It does not skip the manual **Validate** step on those documents — a storekeeper still counts the delivery and puts items away themselves.

## Enable automatic purchase

1. At the bottom of the sidebar, click your organization name → **Manage Organizations**.
1. Click your organization's name in the list. The **Preferences** tab opens by default.
1. Find **Automatic Purchase** under **Purchase Preferences**.
1. Choose what gets generated automatically on confirm:
   - **Purchase Receipt & Purchase Restock** — both documents are created.
   - **Purchase Receipt** — only the receipt is created; you still open **New Restock** yourself once it's validated.
   - **Purchase Restock** — only the restock is created (rare; you'd still need to open **New Receipt** yourself first).
   - **Off** — nothing is created automatically.
1. Click **Update** to save.

## Notes

- This setting only affects *creation*. The generated Receipt and Restock still start in Draft/Waiting status and need a storekeeper to validate them — see [Process a purchase receipt](https://support.toolingmetrics.com/en/purchasing/guides/process-purchase-receipt/) and [Process a purchase restock](https://support.toolingmetrics.com/en/purchasing/guides/process-purchase-restock/).
- When Purchase Restock generation is on, restock lines are placed using the item's stock rules automatically. A manually opened restock (when this setting is off, or partly off) always starts with blank target locations — see [Purchase Restocks Reference — Target location](https://support.toolingmetrics.com/en/purchasing/reference/purchase-restocks/#target-location).
- The **Service Pick** for a Service Order is controlled by a separate preference, **Automatic creating Service Pick** (on by default) — see [Set up automatic service pick](https://support.toolingmetrics.com/en/purchasing/guides/set-up-automatic-service-pick/) and [Service Orders Reference](https://support.toolingmetrics.com/en/purchasing/reference/service-orders/).
- A related setting, **Locked Confirmed Orders**, automatically locks a Purchase Order against further edits once it's confirmed. It's independent of Automatic Purchase and found in the same Purchase Preferences section.