Purchase Orders
15 articles
Main Page (Purchase Orders)Find, filter, and act on every Purchase Order from one centralised view.
Purchase Order and Bill DetailsThe complete field-by-field reference for the Purchase Details page.
Creating and Editing a Purchase Order or BillBuild new purchase orders or bills, or edit existing ones, with full product and supplier management.
Duplicating a Purchase Order or BillCreate a new purchase order or bill from an existing one for repeat orders.
Checklists (Purchase Orders)Track tasks on purchase orders and bills, with reusable templates for recurring jobs.
Linked Orders (Purchase Orders or Bills)Establish relationships between purchase orders and sales orders to track related work in one view.
Purchase Order TimelinesSee every status change, action, and event that happened on a purchase order, in chronological order.
Splitting a Purchase Order or BillMove part of a purchase order or bill into a new order when only some items need to proceed separately.
Purchase Order and Bill Statuses and Action ButtonsHow a purchase order or bill's status controls which actions are available at each stage.
Printing and Emailing a Purchase Order or BillSend a purchase order or bill to a supplier via print or email, with or without pricing.
Converting a Purchase Order to a Bill / Bill to a Purchase OrderMove an order between purchase and bill states without recreating it from scratch.
Changing the Supplier on Purchase Order or BillReassign an order to a different supplier without recreating the line items.
Archiving Purchase Order or BillMove outdated or completed purchase orders out of the active list while keeping them for record-keeping.
Marking Purchase Order or Bill as ReceivedMark items as received to automatically update stock levels in the Product Catalogue.
Purchase OrdersManage purchase orders from creating new orders through to receiving stock and billing.