A Purchase Order is a document used to request goods from a supplier. It plays a crucial role in the purchasing process, ensuring that the right items are ordered and delivered as expected. In this article, we’ll guide you through the steps to access and efficiently manage your purchase orders.
Accessing the Purchase Order List
Follow these simple steps to access your purchase order list:
Navigate to the top bar of your dashboard and click on the Inventory tab.
Once you're in the inventory section, choose Orders from the list of options.
Locate and click on the Order List to view your purchase orders.
This list consolidates all your orders in one place, making it easy to access, update, and monitor them. Whether you are in the process of receiving orders or need to access specific details, the purchase order list has you covered.
Filtering and Exporting
The purchase order list offers various filtering options to help you easily locate specific orders.
You can filter by supplier, order number, invoice number, or order date.
Accessing and Updating Orders
This page allows you to manage orders throughout various stages (Draft/ Pending/ Received).
📌 Draft and Pending orders are those that have not been added to stock yet.
To view the details of a specific order, click on the small arrow next to the order number to expand it. This will allow you to have a quick overview of the items on the order.
To edit or update the status of an order simply click on the purple edit button located on the right side after the status.
Exporting Orders
On the right side of the order, click the three-dots (...) button. From the options that appear, select either Export as PDF or Export as Excel, depending on your preference.
This functionality is particularly useful for maintaining hard copies for your records or providing physical copies to suppliers.
The purchase order list is an essential tool for efficiently managing and tracking your orders. With its range of features, it simplifies the order management process, helping you save both time and effort.
We hope this article has given you a clear understanding of how to make the most of the purchase order list.