# Purchase Orders

# Create a Purchase Order

From the top menu navigate to the Purchase Order Screen

Navigate to the purchase order screen

From the right hand side of the Navigation Bar select the "+" icon

Create a purchase order

A pop-up will appear where you can enter the details of the New Purchase Order

Create a 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

Add an item to a purchase order

Start typing the item number or sub item number, the autocomplete will allow you to select which item/sub item you want to add

Add an item to a purchase order

Once an item is selected a new row will appear and you can add the details for that particular item

Add details to an item on a purchase order

Add details to an item on a purchase order

You can repeat the same process to add multiple items to the same purchase order

Add new item to purchase order

Add new item to purchase order

Add new item to purchase order

Add new item to purchase order

To delete an item from the purchase order simply click on the trash can icon

Delete item on purchase order

A pop-up will appear for confirming the action

Delete item on purchase order

# Edit a Purchase Order

From the top menu navigate to the Purchase Order Screen

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

Select the purchase order you want to edit

A pop-up will appear with the details of that purchase order

Details of the 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

Select type of item you want to add to the purchase order

Select the item number from the list

Once the item is added to the purchase order you can edit its details

Item added to the purchase order

Add information to the newly added item

If you want to delete an item from that purchase order simply click on the trash can icon

Delete an item from a purchase order

A pop-up will appear for confirmation

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# Change status of a purchase order

From the top menu navigate to the Purchase Order Screen

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

Select the purchase order you want to edit

A pop-up will appear with the details of that purchase order

Details of the 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

Change the status of a purchase order

Select a new status for the purchase order

# View items on a purchase order in a pop-up

From the top menu navigate to the Purchase Order Screen

Navigate to the purchase order screen

Select the purchase order you want to see and click on its number

Click on the purchase order for details

In the pop-up you can see all the details for that particular purchase order

View the purchase order details

# View items on a purchase order in the same screen

From the top menu navigate to the Purchase Order Screen

Navigate to the purchase order screen

Select the purchase order you want to see and click on the "+" icon

Open purchase order details on the screen

The screen will expand and you can see the details of one or multiple purchase orders at the same time

View purchase order details on screen

# View or edit Supplier details

From the top menu navigate to the Purchase Order Screen

Navigate to the purchase order screen

Select the Supplier you want to see and click on it

Click on Supplier

A pop-up will appear with the Supplier details

View Supplier details

In order to edit the Supplier you can click on the edit button at the top of the pop-up

Click on edit Supplier

Now you can edit and save changes to the Supplier in the new screen

Edit Supplier screen

# View or edit warehouse details

From the top menu navigate to the Purchase Order Screen

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

Click on warehouse

A pop-up will appear with the warehouse details

View warehouse details

In order to edit the warehouse you can click on the edit button at the top of the pop-up

Click on edit warehouse

Now you can edit and save changes to the warehouse in the new screen

Edit warehouse screen

# View all open purchase orders containing an item

From the top menu navigate to the Purchase Order Screen

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

Click on item number or description

A pop-up will appear with all the open purchase orders containing that item

Purchase orders containing an 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

Navigate to the purchase order screen

Select a purchase order you want to delete and click on the trash can icon

Select a purchase order to delete

A confirmation pop-up will appear to confirm the deletion of the purchase order

Confirm 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.