POs - All

POs - All

Once you select Purchase Orders from the navigation pane, you are immediately greeted with all your POs which is found under the "All" tab. See screenshot below.



  1. Here you can click through the selection of POs from Panel 1. Click on the line and you will be able to see the data presented in Panel 2. 
  2. You can also view notes and audit history via Activity > Activity. 
  3. Panel 3 is collapsible and will present you the image of the PO as required.
  4. Depending on the status of the PO that you've selected from Panel 1, you'll see the corresponding actions required to move the PO through the process. 
  5. For example, in this screenshot, I have selected a "Draft" status PO.  In order to move it along, i can choose to Send for Approval. 
You can perform the same actions found across other tabs which include saving any edits, trash a PO, paperclip supporting documents from here.

From here, you can also create a new PO. Follow this link to walk you through this process. Otherwise, you can move on to the Draft Tab




      

    Check out release notes for 2020



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