To Navigate to Purchase Order:
Step Action
1. Select {Inventory} and then select the PO tab.
2. Use search filters to locate the desired Purchase Order.
3. Select the contact's name to open the Purchase Order's view page.
To Edit Purchase Order Details
To Be Edited | Action |
Details | Make required changes and select {Save}. |
Stocks | For information on editing or deleting stocks, see PO - Stocks. |
Supplies | For information on editing or deleting supplies, see PO - Supplies. |
To Update Stock/Supplies as Received:
Step Action
1. Select {Received} under Stocks or Supplies. A New Received Record modal will open.
2. Enter value for each Received Record.
3. Select {Add}.
Note: The status of the Purchase Order will automatically update when stocks or supplies are marked as received. The status change can be seen once the page is refreshed. If the status of the Purchase Order is set to Received, the Received button on both Stocks and Supplies will be grayed out.