Purchase Orders is a central location for all of the purchase orders created over the lifetime of your system. 

Create manual purchase orders here, too.

🔧  Purchase Orders are in beta. Want to join our purchasing beta program? See: Purchasing beta

Get started

To access your Purchase Orders, head to Resources > Purchase Orders from the menu bar.

You’ll see a list of all live purchase orders

  • Live purchase orders have the status open, authorized, or sent.
  • Inactive purchase orders are those that are canceled or completed. The default view hides these to allow you to focus on the ones that need your attention.

Purchase order statuses

There are two types of purchase order: drafts and orders. 

  • Drafts do not have a purchase order number, useful if you’re planning ahead of time.
  • Orders do have a purchase order number. They’re ready to be authorized, sent, or completed.

Purchase orders have one of the following statuses: 

  • Open
    An open purchase order hasn’t been authorized just yet. Depending how you work, it might be waiting for approval from a manager.
  • Authorized
    An authorized purchase order has been approved internally. It’s ready to send.
  • Sent
    Clicking “Mark as sent” is a handy way of keeping track of which purchase orders you’ve sent your supplier.
  • Completed
    When you’re done with a purchase order, mark it as completed. This could be once you’ve received the goods.
  • Canceled
    Cancel a purchase order if it’s no longer going ahead. A record is left in Current RMS.

The color of each status is reflected on the opportunity costs view.

Search the view

Use the search box at the top to search the purchase orders on your system. You can search by:

  • Purchase order subject
  • Organization against the purchase order
  • Purchase order number

Filter the view

To see inactive purchase orders and access other filtering options, click View: Live to bring up the view menu.

Choose Filter selection to bring up common filtering options and hit Update to apply these to the default view.

Further filter using advanced criteria by creating a custom view: click the green create button to get started. See: See and sort your data with custom views

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