Purchase Order overview

Purchase Order management

Updated over a week ago

Purchase Order page overview

The Purchase Orders page is a complete searchable, filterable and sortable list of all Purchase Orders.

Locating this section in app: Purchasing > Purchase Orders


Purchase Orders page features

Use search, filters and sorting to create a view to duplicate, archive and create Purchase Orders.


Search

Search by Purchase Order #, Supplier or Created By.

๐Ÿ—’๏ธ Note: Search allows a partial search of Customer Name, Assigned to, Created by, Status, Sales Order number and Purchase Order number.


Order Date and Invoice Date

Search for Purchase Orders by Order Date.

๐Ÿ—’๏ธ Note: you need to apply a From and To date if searching a date range.

๐Ÿ’ก Tip: if youโ€™re searching for all orders/invoices on 10th July 2023 double click the 10th July 2023 to set From and To dates as the 10th also.


Status

Select from the six (6) default Statuses (listed below):

  • Archived (a default status)

  • Draft (a default status)

  • Submitted (a default status)

  • Partially received (a default status)

  • Received (a default status)

  • Billed (a default status)


Archive (and Unarchive)

Archive one or more Purchase Orders using the checkbox, and/or use the kebab/other options menu to Archive one Purchase Order.

๐Ÿ—’๏ธ Notes:

  • A popup appears to undo the archive; if not undone the Order will be moved to Archived

  • Orders cannot be deleted, they are moved to Archived

  • To view archived Orders, select Archived from the Statuses dropdown menu

  • To Unarchive Orders select the kebab/other options menu (beside an Archived Order )> Unarchive


Create a new Purchase Order

Select Create purchase order > enter a Supplier's name in the search field > select Create purchase.


Open a Purchase Order

Select any Purchase Order to view and/or edit it in the Purchase details page.


Duplicate a Purchase Order

Select the kebab/other options menu to cerate a copy of a Purchase Order with a new Purchase Order number assigned to it.


Sort

Sort column headings in ascending or descending order.


View

Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.


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