Purchase Orders
The Purchase Orders Tab provides a complete tracking system for all procurement requests issued to the supplier. It allows the purchasing department to monitor the lifecycle of an order from initial creation to final receipt, ensuring inventory levels and costs are managed efficiently.
The header contains a robust filtering suite, including Reference, Date range, Location, Item, Project, and Branch. You can also toggle Also closed or Outstanding checkboxes to refine your search. To initiate a new procurement cycle, click the + New Purchase Order button.
Purchase Order List Columns
The following columns provide a snapshot of the procurement status and history:
- Reference: The internal unique identification number for the purchase order (often prefixed as "Auto" or a specific numeric code).
- Supplier: Confirms the vendor name associated with the order.
- Location: The specific warehouse or site (e.g., A1) where the goods are scheduled to be delivered.
- Supplier's Reference: The external reference or quote number provided by the vendor for cross-referencing.
- Project: The specific internal project linked to this procurement, if applicable.
- Order Date: The date on which the purchase order was officially generated.
- Order Total: The final monetary value of the purchase order, including taxes and fees.
- Status: A color-coded status badge indicating the current phase, such as Received (Green) or Not Received (Blue).
- Action Icons: Includes a Share (Portal) icon to send the PO to the supplier, and a More dropdown for advanced options like printing or cancellation.