Processing Purchase Orders

Inventory > Procurement > Purchase Orders

Note: To create a purchase order see Purchase Orders.

Statuses

Typically each purchase order progresses through one or more of the following statuses:

• New
• Ready to Send
• Sent
• Partially Received
• Received
• Fully Received
• Voided

Actions

Clicking the Action button sets the appropriate status for the purchase order and usually displays a dialog or window for you to complete the action or review the results.

• Generate Order - Creates a printable purchase order. Sets purchase order to Ready to Send.
• Print Order - Displays a printable PDF of the purchase order.
• Email Order - Sends the PDF to email recipients. Sets purchase order status to Sent.
• Void Order - Cancels the order. Partially Received and Received orders cannot be voided nor regenerated.

Messages confirm an action has completed successfully.

Processing Purchase Orders

1. Select the Inventory > Procurement > Purchase Order tab.
2. Click a purchase order with a Status of New.
3. Click Actions > Generate Order.
   • The Status is set to Ready to Send.
4. Click Actions > Print Order.
   • Review the PDF to ensure it is correct.
   • If necessary, make changes to the purchase order, regenerate and review the PDF again.
5. Click Actions > Email Order.
   • Email Template
   • Send Email - Separate Recipients or Combined Recipients
   • Contacts - Check to include.
   • Other Email - Enter email addresses manually.
   • Attachments - Optionally check to include.
   • Click Send.
   • The Status is set to Sent.
6. Click Save.
   • See Receiving Purchase Orders.