Purchase orders

Overview

Purchase orders are used to place orders with vendors.  To access purchase orders go to the “Home” menu and click on “Purchase orders” in the left menu.  To sort the list of purchase orders click on the column header for the criteria you want to sort by.  To filter the list of purchase orders click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating purchase orders

To create a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the “+ New Purchase Order” button above the list of purchase orders
  3. Enter purchase order information
  4. Click the "Save" or the "Save + New" button at the bottom of the form

Copying purchase orders

To copy a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to copy
  3. Click on the "More" button
  4. Click on “Copy”

After completing the steps above a new purchase order will be created which you can then edit and save. 

Editing purchase orders

To edit a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to edit
  3. Click on the "Edit" button and make any changes you want
  4. Click on the "Save" or "Save + New" button at the bottom of the form

Viewing purchase orders

To view a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to view
  3. Click on the "View" button

Once you complete the steps above the view page will open.  The view page is the finished copy of the purchase order which you can email or print.

Emailing purchase orders

To email a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to email
  3. Click on the "Email" button
  4. Enter or edit email information
  5. Make sure to check the box next to any attachments you want to include in the email
  6. Click the “Send” button at the bottom of the email popup form

After you complete the steps above an email will be sent to the email address/addresses in the “To” field.  The email sent will include links to the purchase order view page and any attachments included in the email. 

Printing purchase orders

To print a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to print
  3. Click on the "PDF Print" button
  4. Print the PDF file

Printing purchase order detail

To print purchase order detail complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to print
  3. Click on the "More" button
  4. Click on “Print Page”

Opening purchase orders

To open a purchase order that is closed complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to open
  3. Click on the "More" button
  4. Click on “Open”

Closing purchase orders

To close a purchase order that is open complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to close
  3. Click on the "More" button
  4. Click on “Close”

Note that the system will automatically close a purchase order once all items have been received.

Voiding purchase orders

To void a purchase order complete the following steps:

  1. From the “Home” menu click on “Purchase orders” in the left menu
  2. Click on the purchase order that you want to void
  3. Click on the "More" button
  4. Click on “Void”

Note that once you void a purchase order you cannot unvoid it.