Orders

Manage your purchase orders all from one place.

Overview

Orders are separated into 4 separate classifications:

Building

Building orders are those that the buyer(s) are in the process of putting together.

Submitted

Submitted orders have been sent to the vendor and can be designated as “submitted” or as “confirmed’ meaning that the buyer has received confirmation from the vendor.

Received

Received orders are order in which all items on the PO have been received and the order has been marked complete. No additional changes can be made to this order unless it is toggled back to “pending” status.

Closed

Closed order are totally complete. The items have been added, received, an invoice has been attached, and the PO is being paid. No changes are allowed on these orders.

You also have the option of only viewing orders that were created or received by you by checking

Search Options

Search all orders by vendor in the "PO Search" box: This searches for individual POs by PO# or vendor name.

View a list of all POs associated with the same vendor by using the “Filter by Vendor” box: Once you select a vendor, you can view a page with the building, submitted, received, and closed orders for this vendor.

Creating a New Purchase Order:

• Start by selecting the +New Order button on the top left of the orders page.

• Then, select a vendor from the list of vendors. You have the option to search through available vendors in the search bar. To learn how to add new vendor, see the Vendors page:

Vendors

Once you’ve selected a vendor, you have a blank PO!

Learn how about the different features of Purchase Order here:

Order Page

Building Orders

The building orders section is represented by a table that offers a quick view of all the building orders for your store. Sort by any of the columns in the table and simply select a row to view the order's full order page.

#	Unique ID number assigned to each PO
Vendor	Name of the vendor for the order
Lines	Number of line items on the order
$ Ordered	Total amount on order (excludes shipping cost)
Created	Date the order was created
By	Employee the order was created by
ETA	Estimated date of arrival (edit on PO page)
Trash	icon allows you to delete a PO (only if no attachments or items)

The icon will appear in the ETA column if there is a note on the order. Hold your cursor over the icon to read the note.

Submitted Orders

The table for submitted and confirmed orders is very similar to the building orders table. However, there are a couple of additional fields:

Status	Submitted or confirmed by the vendor
Inv #	Invoice number provided by the vendor

Received Orders

The Received Orders table also includes some additional columns:

$ Received	Amount received on the order
$ Invoiced	Amount received plus shipping on the order
Received	Date the order was received
By	Employee who received the order

There is also an additional space for a check mark next to orders that have been received. If this check mark is present, then the PO has an invoice attached to it and is ready to be closed.

Closed Orders

The last 300 closed orders will show under the closed orders table. All closed orders are available by searching the PO# and in the vendor history. The only added fields for closed orders are:

Closed	Date the PO was closed
By	Employee who closed the order