Here you can do a number of things including:
- Click Received to complete delivery of your goods/services for 2 way matching
- Leave notes and view activity history under "Activity > Notes / Activity"
- Email the Supplier
- Void the PO
- Click on Complete which will transition the PO to the next tab - "Completed"
- Attach any supporting documents via the Paperclip function
- Select the side arrow and expand/collapse to present/hide your PO image as required
- Copy the PO and enter the information into a new PO
You will not be able to make any further edits or delete your PO at this stage, however you will be able to void the PO of record keeping purposes.
Image of Purchase Order
When you have Panel 3 expanded, you will then have the standard Panel 3 options such as:
- View full screen
- Download the document
- Pint the document
- Zoom in/our
- 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
Email your suppliers
Click on the email icon in order to trigger the emailing of the PO to your supplier.
You can customize the body of the text, mark as urgent (if their email settings allow for this) and enable received notifications from this pop up window.
You also have the option to "Close and don't send" or "Send now"
Receive your goods/services for 2 way matching
Lightyear POs will help you 2 way match your POs against your goods/services received at a line item level. This will be a massive time saver to help you accurately check against the goods delivered so you can confidently close out and complete your POs.
COMING SOON: You will also be able to set up 3 way matching when the bill arrives into your workflow. Watch this space!