The Purchase Orders page lists all of the Stock and Task purchase orders you have access to. You can also create more purchase orders as needed, either from this page as a stock order, or directly from a task.
Access Purchase Orders via the main menu > Purchase Orders.
What can I see?
The purchase order list shows all of the Current orders and is filtered based on your "Purchase Order Access" setting in the Site Admin area.
Stock Purchase Order
The default view for the Purchase Orders page is the list of Stock purchase orders.
Sorting the list
You can sort this list by tapping on S:Order No or S:Supplier to sort by order number or supplier name.
Task Purchase Order
Tap Task PO to view the list of purchase orders raised against tasks.
Tap on the Task (marked in red on the image to the right) to open the corresponding task.
Tap on the Purchase Order (marked in blue on the image to the right) to open the corresponding purchase order.
Search Orders
The search option opens a section to allow you to search by either Order No or Supplier name.
Enter your search criteria and tap Search.
Create Order
Tap Stock PO to return to the default Stock purchase order view. Tap Create Order to create a Stock Order. Items recorded on a stock order will not be added to any tasks and are used to replenish stock levels.
Follow the process for creating a Task Order.
