A purchase order (PO) is considered an order to be placed or placed with a vendor that includes one or more special orders (items). The special order attached to the PO outlines what you want to order from the vendor.
In this article, we will discuss how to access and manage Purchase Orders on the Dashboard.
Viewing Purchase Order List
You can view all current and past purchase orders by going to Orders > Special Orders > Purchase Orders. Every purchase order is assigned to PO# (as shown below). For details about searching purchase orders, Click Here.
The Purchase Order Dashboard displays the following information by default:
Purchase Orders: A complete list of all Purchase Orders.
PO#: The number associated with that Purchase Order.
Vendor Name
Ordered Date
Received: Total number of items received or the received date if all items have been received.
Finalized Orders: The number of items finalized or All if all items have been finalized.
PO Nickname
User: Who created the order.
Change the column's sort order by clicking the 
(arrows) next to the column name. Further, you can change the columns displayed on the purchase order summary page by clicking the "Fields" button (as shown below).
Viewing Purchase Order Summaries
To view the purchase order summary (list of special order(s) attached to the PO), click on the PO#. Here you can also view more details about the PO and SO's (as shown below).
For more details on editing Purchase Orders, Click Here.
Purchase Order Actions:
Each purchase order has a quick action options menu (as shown below). Click on the following options in the Action dropdown:
Edit: Edit the Purchase Order.
Print Purchase Order: Print the Purchase Order Report.
Delete: Delete the entire purchase order and associated special order. To recover a deleted Purchase Order, an associated Special Order must be restored. For details on restoring a special order, Click Here.
Advanced Filter Purchase Orders
At the top of the Dashboard, you can use the advanced search to search by status, vendor, or other information (as shown below). For more details and advanced search features, Click Here.
