Purchase Orders are documents used to control material purchases from external suppliers, indicating product types, quantities, and agreed prices.

It is also possible to have associate sales orders with a purchase order to fulfil them.

You can create a new Purchase Order by clicking "Add purchase order" in the top-right corner of the screen. Please follow this article for additional details.

Importing several purchase orders simultaneously is also possible. To do that, click on the "Import purchase orders". Please follow this article for more details.

In case you have a large set of purchase orders, you can easily find the specific ones or a subset by using both the search box (1) and filters (2)

Editing and deleting information of the Purchase Order is also possible by clicking on the corresponding purchase order in the code column (1), or on the pencil icon in the Action menu (2).

After opening the Purchase Order, you can update the information and click Save, or choose to Delete the Purchase Order.

This screen also shows the status (1) of each Purchase Order, such as Received, Delayed, or In Progress, based on the due date and requested date defined for the order.

You can also perform actions such as Activate, Close, Archive, or Delete from the Actions column (2). Click here for more details on the action buttons.

Finally, you can choose which columns are displayed on the screen by clicking the 👁️ icon in the top-right corner.

If you have any other questions, reach out to your CSM or directly through our live chat feature.