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- Archiving Purchase Order or BillMove outdated or completed purchase orders out of the active list while keeping them for record-keeping.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.