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Receiving a purchase order

What to do when a purchase order arrives: reviewing it, confirming it, and tracking its status through invoicing, production and delivery.

Written by Eva

How a purchase order arrives

When the studio is ready to commit, they place an order against the accepted quote. It shows up two ways at once: by email, and in Programa.

By email: a "Purchase Order from [Studio]" message with the PO number, line items and subtotal, plus a Download order PDF link.

In Programa: on the project's Orders tab, with a PO number, order date, delivery date, amount and status (starts as Order placed, then Opened once you view it).

If you've got several orders, the Orders tab can be filtered by Status (Order placed, Opened, Bounced, Confirmed, Invoice received, Invoice paid, In production, Delivered) or by Ordered by to find a specific team member's orders.

Find purchase orders from Home

Open Home to check your action items. If you’re an Owner or Admin, you can also see purchase orders addressed to colleagues in your company, with the recipient named on each action item.

  1. Open the relevant purchase-order action item.

  2. In the project workspace, select Orders and open the matching purchase order.

Seeing a colleague’s purchase order does not reassign it to you or automatically copy its notification emails to your inbox.

For more on company roles and project access, see Navigating your projects.

Reviewing the order

Opening the Purchase Order gives you everything you need to fulfil it: line items with quantity and unit price, subtotal and order total, delivery address and any delivery notes. From the same screen you can export a PDF, attach your invoice once it's ready, and add a tracking number once you have one.

A Confirm order button sits at the top, click it once you're able to fulfil the order as specified. This moves the status to Confirmed and logs who confirmed it and when, so there's a clear record on both sides that you've committed to the order.

Tracking the order through to delivery

Once confirmed, the Confirm order button becomes a Mark as... menu, and you move the order through the rest of its life as it actually happens on your end:

  1. Invoice issued

  2. Invoice paid

  3. In production

  4. Delivered

Each stage is shown in the order's activity timeline alongside who did what and when, so it doubles as a shared log between you and the studio, no need to email updates separately. Keeping this current is the easiest way to keep a studio from chasing you for a status update.

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