Viewing the Purchase Order Tracker
Cole Mackin avatar
Written by Cole Mackin
Updated over a week ago

In this article, you will learn how to access the Purchase Order Tracker for a project. The Tracker option enables you to track the products for a purchase order. It also enables you to add PO related attachments, change PO status, and set dates for the selected products.

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. On this page, you can view the list of Purchase Orders, the PO Status, and product information. You can also set the dates for the following:

  • Ordered Date

  • Estimated Ship Date

  • Shipped Date

  • Received Date

  • Delivery Date

  • Installation Date

Note: you can add notes for the individual products under the Notes column.

4. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the purchase orders under this vendor.

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