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 OrdersorSupplier> select any Supplier > select any Purchase Order >Linked OrdersorGlobal 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.
Timeline page features
Purchase Order # and Suppliername
Every page has the Purchase Order # and Supllier name at the top of the page.
Action buttons
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
Sales Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made, but not push the Quote or Sales Order through to your accounting package.
Search Timeline
Search by Sales Order status.
Filter by event type
General
PDF Generated
Status changed
Notification
Timeline summary
Detailed summary of the timeframe Details when the Order was created and Time in Status.
Timeline view
View the journey of an order chronologically until it is delivered.
