# Purchase Orders
# Create a Purchase Order
From the top menu navigate to the Purchase Order Screen
From the right hand side of the Navigation Bar select the "+" icon
A pop-up will appear where you can enter the details of the New Purchase Order
To add items or sub items to the purchase order from the Items or Sub Items menu select what you want to add
Start typing the item number or sub item number, the autocomplete will allow you to select which item/sub item you want to add
Once an item is selected a new row will appear and you can add the details for that particular item
You can repeat the same process to add multiple items to the same purchase order
To delete an item from the purchase order simply click on the trash can icon
A pop-up will appear for confirming the action
# Edit a Purchase Order
From the top menu navigate to the Purchase Order Screen
Hover over the purchase order you want to edit and on the right hand side click on the edit icon
A pop-up will appear with the details of that purchase order
From this pop-up you can edit all the fields in the items section as well as the status of the order
If you want to add items or sub items to this purchase order, in the Items or Sub Items section start typing the type you want to add, then type or select an item/sub item from the list
Once the item is added to the purchase order you can edit its details
If you want to delete an item from that purchase order simply click on the trash can icon
A pop-up will appear for confirmation
# Change status of a purchase order
From the top menu navigate to the Purchase Order Screen
Hover over the purchase order you want to edit and on the right hand side click on the edit icon
A pop-up will appear with the details of that purchase order
From this pop-up you can change the status on the top right hand side by clicking the x icon and then selecting a new status
# View items on a purchase order in a pop-up
From the top menu navigate to the Purchase Order Screen
Select the purchase order you want to see and click on its number
In the pop-up you can see all the details for that particular purchase order
# View items on a purchase order in the same screen
From the top menu navigate to the Purchase Order Screen
Select the purchase order you want to see and click on the "+" icon
The screen will expand and you can see the details of one or multiple purchase orders at the same time
# View or edit Supplier details
From the top menu navigate to the Purchase Order Screen
Select the Supplier you want to see and click on it
A pop-up will appear with the Supplier details
In order to edit the Supplier you can click on the edit button at the top of the pop-up
Now you can edit and save changes to the Supplier in the new screen
# View or edit warehouse details
From the top menu navigate to the Purchase Order Screen
Select a purchase order and open it's details on screen then click on the warehouse you want to see
A pop-up will appear with the warehouse details
In order to edit the warehouse you can click on the edit button at the top of the pop-up
Now you can edit and save changes to the warehouse in the new screen
# View all open purchase orders containing an item
From the top menu navigate to the Purchase Order Screen
Select a purchase order and open it's details on screen then click on the item number or item description you want to see
A pop-up will appear with all the open purchase orders containing that item
You can click on a Supplier to view its details similar to View or edit Supplier details or you can click on a purchase order number to see the details for that purchase order similar to View items on a purchase order
# Delete a purchase order
From the top menu navigate to the Purchase Order Screen
Select a purchase order you want to delete and click on the trash can icon
A confirmation pop-up will appear to confirm the deletion of the purchase order
# Bulk upload data
Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section
# Advanced actions
For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section
# Column explanation
# Header columns
# PO
Represents the purchase order number that is used to uniquely identify a purchase order in the system. This number needs to be unique, and can have both numbers and letters.
# Supplier
Represents the Supplier name that is defined in the master data.
# Status
Represents the status of a purchase order, this can be Open, Closed, Shipped, Partially Shipped, and Partially Received.
# PO Date
Represents the date when the purchase order was created.
# Item Count
Represents the number of items on a purchase order.
# Qty Ordered
Represents the total quantity of all the items on that purchase order.
# Detail columns
# Item
Represents the item number that is used to uniquely identify an item in the system. This number needs to be unique, and can have both numbers and letters.
# Warehouse
Represents the warehouse number that is defined in the master data.
# Item Description
Represents the item description corresponding to a particular item number.
# Sub Item
Represents the sub item number (if any) unique at item level. This number needs to be unique at item level, and can have both numbers and letters.
# Status
Represents the status of an item (or subitem) at the purchase order level, this status for each item can be Open, Shipped, Received.
# BOL
Represents the bill of lading number at item level on a purchase order.
# Order Date
Represents the date at which the order for the item was placed. Different items on the same purchase order can have different order dates.
# Ship Date
Represents the date at which the item was shipped by the Supplier. Different items on the same purchase order can have different ship dates.
# ETA Date
Represents the date at which an item was received or is expected to be received. Different items on the same purchase order can have different ETA dates.
# Qty Ordered
Represents the quantity ordered for an item or sub item on a purchase order.