This section is split into three tabs, Active and Finalized Purchase Orders and a hidden “Order #”. In the Active Purchase Orders-Tab, you can find all active purchase orders and under the Finalized purchase orders you can find all your old finalized purchase orders. To access the Order page, you first of all have to “Go to order”.
To the right of each purchase order, there are a few buttons.
You can enter the qty of an arrived product in the input box and click the “Arrived”-button. This will add the entered qty to that product’s stock levels. If the qty is equal to the ordered amount or more then the product will be marked as fully arrived and no further actions can be made to that product.
Using the “Fully arrived button” is the same thing as entering the ordered qty in the input field and pressing the “Arrived”-button.
The “Finalize”-button will set the product as finalized and no further changes can be made to it. This button is typically used when an ordered product cannot be fully delivered to you.
The “Remove”-button will remove this product form the purchase order it belongs to. This button is only available on unlocked orders.
When all products in the purchase order are either finalized or fully arrived then the whole order will move from Active Purchase Orders to Finalized Purchase Orders.
This is where all your old purchase orders are saved. You have the option to:
This is the dialog you will get when pressing the “Process Purchase Order”-button. Here you can choose what data to include in your purchase order, what language it should be in, office address, shipping address, contact, and more.
At the bottom of the dialog you have two options: Download the purchase order file or send it directly to the supplier ordering email address. This email address can be set up in the supplier settings for each supplier.
Pressing the “Email to the Supplier…”-button will open up a new dialog, the “Send Purchase Order” dialog that will act and look a lot like an e-mail form. The PO file is included in the email when you press send.