- Created by Bradley Bristow-Stagg, last modified by Raff Lagatta on Aug 31, 2021
The Purchase Orders page lists all of the Stock and Task POs the user has access to. The user can also create more POs as needed, either from this page as a stock order, or directly from a task.
What can I see?
The PO list shows all of the Current orders and is filtered based on the user's "Purchase Order Access" setting in the Site Admin area.
Stock PO
The default view for the Purchase Orders page is the list of Stock POs.
Sorting the list.
You can sort this list by clicking on S:Order No or S:Supplier to sort by order number or supplier name.
Task PO
Click on the Task PO button to view the list of POs raised against tasks.
Search
The search option opens a section to allow you to search by either Order No or Supplier name.
Enter your search criteria and click Search.
Create Order
Click the Create Order button 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 for the user.
Follow the process for creating a Task Order.
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 as a task purchase order.
Access Purchase Orders via the main menu > Purchase Orders.
Stock Purchase Orders
The default view for the Purchase Orders page is the list of Stock purchase orders that are in progress.
Sorting the list
Sort the list by tapping on (double arrow) to sort by order number or supplier name (ascending or descending).
Purchase orders with both task and stock items will appear in both the Stock and Task purchase order list.
Task Purchase Orders
To view the list of purchase orders raised against tasks:
Tap the Filter By option
- Tap Task PO > Apply.
- Tap on a Purchase Order to open.
View Task(s)
Tap the (briefcase) to view the corresponding tasks for that order.
From there, tap the (down arrow) to view the task details and open the task from there.
Searching and Filtering
Use the (magnifying glass) to search purchase orders. You can either search by Order Number or Supplier.
As well as switching between Stock and Task purchase orders, use the Filter By option to filter by approval status. Tap an approval status, e.g. Pending Approval orders, and tap Apply.
If filtering by All, purchase orders will display with a status label.
Create Stock Purchase Order
From the Stock Purchase Order list, tap the (green plus button) to create a new purchase order for stock.
Items recorded on a stock order will not be added to any tasks and are used to replenish stock levels.
Task Purchase Order
To create a purchase order for a task (e.g. to order materials for a particular task), raise the purchase order from the task via the Items or More tab. See Tasks - Task Tabs.
View our Purchase Orders product page