Timeline overview
View, search and filter key events for a Purchase Order (PO).
View a timeline of:
Current status
Total time assigned
Time scheduled on the Order
Time in status
And any changes to the Order such as emailing Orders, and marking items as received/not received.
Locating this section in app:
Purchasing > Purchase Orders > select a Purchase Order > Linked Orders or
Supplier > select any Supplier > select any Purchase Order > Linked Orders or
Global Search to locate a Purchase Order > Linked Orders
Timeline page features
Every page has a Purchase Order # and Customer name at the top of the page.
Each Purchase Order will also have Action buttons; these will differ depending on the stage the Order is at.
Purchase Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made.
Search
Use Search Timeline view
Filter by Event Type
