POs - Drafts Tab

POs - Drafts Tab

Once you create a PO and select "save as Draft", the PO will transition to your Drafts tab. See screenshot below.

This is where users with PO Permission: Create will be able to see all the POs  (or the POs assigned to their department if you have this setting turned on) they've raised before submitting to your Approvers for approval. 



Here you can do a numer of things including: 
  1. Reviewing/Edit the PO details and "Reset" or "Save" any changes
  2. Leave notes and view activity history under "Activity > Notes / Activity"
  3. Attach any supporting documents via the Paperclip function
  4. You can choose to tick the checkbox to Email Supplier when Ordered
  5. Send for Approval which will transition the PO to the next tab - "Approval"
  6. Trash the PO
  7. Select the side arrow and expand/collapse to present/hide your PO image as required 

Image of Purchase Order



When you have Panel 3 expanded, you will then have the standard Panel 3 options such as:
  1. View full screen
  2. Download the document
  3. Pint the document
  4. Zoom in/our
  5. Rotate right/left
Don't forget you can customize the columns you are seeing in Panel 1 and the headers of the line item details in Panel 2 via the  settings. 

Once you've reviewed all your Drafts, you can get your Approvers to review their POs in the Approval Tab.





      

    Check out release notes for 2020



      • Related Articles

      • POs - Ordered Tab

        Ordered Tab Now that you have ordered your POs, they can be found under the Ordered tab. See screenshot below.  This is where users with  PO Permission: Receive will be able to see all the ordered POs (or the POs assigned to their department if you ...
      • POs - Approved Tab

        After your Approvers have approved their POs, they will land in your Approved Tab. See screenshot below. See here for disambiguation: not to be confused with the POs Approval Tab or Bills Approvals Tab. This is where users with PO Permission: Order ...
      • POs - Completed Tab

        Now that you have Completed your POs, they can be found under the Ordered tab. See screenshot below. This is where users with PO Permission: Complete will be able to see all the ordered POs (or the POs assigned to their department if you have this ...
      • POs - Approval Tab

        After you perform the action to "Send for Approval" the PO will land in the POs Approval Tab. See screenshot below. See here for disambiguation: not to be confused with the POs Approved Tab or Bills Approvals Tab. This is where users with PO ...
      • 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. Here you can click through the selection of POs from Panel 1. Click on the line and you ...