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 talk about accessing and managing Purchase Orders in detail.
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 screenshot above shows a summary full of prior Purchase Orders. You can view and edit the information for each purchase order by clicking on the PO#. 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 (as shown below).
You can take the following actions when viewing a Purchase Order Summary:
Edit: If you would like to make any adjustment to a Purchase Order, such as removing or editing a special order, change the PO name, vendor, order date, and add additional notes. For more details on editing Purchase Orders, Click Here.
Delete: This will permanently remove the Purchase Order from your summary.
Print: Print the details of the purchase order.
Email: Email the vendor order to anyone.
Email Vendor: Email the order to the vendor.
Purchase Order Actions:
Each purchase order has a quick action options menu. Click on the Action dropdown to edit, print, and delete a purchase order (as shown below).
