Purchase Orders List

The Purchase Orders list shows all of your Purchase Orders (POs) in one place. Use the list to search and filter for active or closed PO's. Check the received Status to see which PO's have been partially received, fully received and eventually closed or voided if things fall through.

How to Get There

Expand the Left Menu > click on Parts > Purchase Orders.

Create a New Purchase Order

Click Add Purchase Order at the top of the page to start a new PO

Search Filter and Sort Purchase Orders

At the top of the table, you can focus the scope of the list using the global Search, individual column searches and\or use Filtering and Sorting to refine search results. These filters help you quickly find PO's by Vendor, date range, status (like Partially Received vs Fully Received). This can be in combination of one another or used separately.

• Search bar - General search of all columns
• Lot selector - Choose which lot you’re viewing; All Lots or Current Lot
• Column Headers - Can be used to filter through individual column headers

Column headers can be removed or shown based on your preferences. 

The order in which the column headers display can also be changed at any time, by dragging and dropping a column header.

At the bottom you’ll see:

• Items count
• Filters count
• Rows per page
• Pagination controls

Understanding Purchase Order Statuses at a Glance

Purchase Orders will display one of these statuses at any given time:

• Open - A purchase order has been made, parts order was placed, but nothing has been received from the vendor.
• Partially Received - An active Purchase Order that has received a portion of the purchased parts, the PO is still expecting to receive the rest of the parts in a future shipment.
• Fully Received - All parts purchased through the PO has been received and we are no longer expecting any further parts to be delivered.
• Closed - The Purchase Order has been fully received, all money has exchanged hands and there is no further updates for this PO.
• Voided - If a PO was started, and fell through, you can void it before or after payment has been made.

Opening a Purchase Order

Click a Purchase Order row to open it. You’ll be taken into the PO, where you can add new parts to an order, update the received status of a given part and eventually close out the PO after being Fully Received.