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How To Manage Purchase Orders

To view your purchase orders

  • While in Company Inventory, click on Purchase Orders in the left menu.
    • Note: All POs with any status will be shown, by default.

To filter the Purchase Orders

  1. Navigate to the filters section at the top of the page.
  2. On the Status drop-down menu, select from the filter options (Open or Closed).
  3. On the Vendor drop-down menu, select the desired vendor.
  4. Click Search.

Note: Any time the resulting list is greater than 50 records, pagination (also known as paging) takes effect and divides the total list into "pages" of 50 records each. When this happens, it will be indicated by a list of horizontally spaced numbers, enclosed by angel brackets, at the bottom of the list, the last page number intentionally separated by an ellipses if more than four total pages (if the list is less than 50 records, there will be no pagination). 

Screen Shot 2019-02-19 at 1.05.35 PM.png

To edit your Purchase Orders

  1. While on the Purchase Orders page, click on the row of the desired purchase order.
    • Note: Details of the selected Purchase Order will be presented (Read Only) with a list of all equipment in the Items section.

To update your Purchase Orders

  1. While on the Purchase Order page, scroll down to the Items section.
  2. Enter the count result into the Just Received column of the item(s) received.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively (counts can not be incremented beyond the total number ordered or decremented below zero). Optionally, the Green Arrow Screen Shot 2019-02-19 at 1.13.24 PM.png icon can be used to enter the full ordered amount or the Red Arrow Screen Shot 2019-02-19 at 1.13.38 PM.png icon to zero out the amount. Additionally, if all ordered amounts will be received, the Green Screen Shot 2019-02-19 at 1.13.50 PM.png and Red Screen Shot 2019-02-19 at 1.14.03 PM.png Double-Arrow icons will automatically enter full ordered amounts for all items or zero them all out, respectively.
  3. Click Save.

To create a Purchase Order

  1. While on the Purchase Orders section, click Add.
  2. Select your choice from the Inventory Recipient and Vendor dropdown menus.
    • Note: Details of the selected New Purchase Order will be presented (Read Only) with a list of all equipment in the Items section.
  3. Enter the count and item being requested into the corresponding fields.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively. Optionally, the Green Arrow iconScreen Shot 2019-02-19 at 1.13.24 PM.pngcan be used to enter the full ordered amount or the Red Arrow icon Screen Shot 2019-02-19 at 1.13.38 PM.png to zero out the amount.
  4. When all items to be requested have been entered, click Review.
  5. If all items and counts are listed correctly, click Save.
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