Purchase Order Lookup |
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Purchase Order Lookup
Go to: Stock Items > PO Lookup
The Purchase Order Lookup allows you to easily track and manage the status of your purchase orders. Here's how you can navigate and interact with the form:
Viewing Order Status
You can see the status of orders such as RFQ (Request a Quote), Pending Orders (Not Ordered), Ordered (Not Received), Partially Arrived, or Arrived (Completed) directly in the Purchase Order Lookup.
Opening an Order:
•To open an order, double-click on the order number in the first column of the list or right-click.
Convert to GRN (Goods Received Note):
•To convert an order to a GRN, double-click on the date in the second column.
•Alternatively, you can right-click on the row and select "GRN this Order" to convert the order into a GRN, or select "Show Edit Order" to make changes or view the order details.
Viewing Order Items:
•To see a list of individual items placed in a purchase order, go to Stock > PO Lookup and select Purchase Order Detail Lookup. This will give you a breakdown of which items are linked to specific orders.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Menu Bar in Purchase Order Lookup |
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Pending (Not Ordered): |
The order has been initiated but hasn't yet been placed with the supplier.
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Ordered (Not Received): |
The order has been placed with the supplier, but the items have not yet been received.
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Partially Arrived: |
The order has only been partially delivered. To enable partial ordering, ensure the Back-order checkbox is checked on the supplier's main form.
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Arrived: |
The order has been completely delivered and processed.
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Cancelled: |
Displays a list of orders that have been cancelled. You can also view a detailed list of cancelled items in the Purchase Order Detail Lookup.
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RFQ: |
Displays only Request For Quotes quotes. |
Bulk Actions Available in the Purchase Order Lookup.Select Purchase Orders for Bulk Actions: Use the checkbox |
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With Selected |
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Cancel |
Cancel Purchase Orders In Bulk |
Completed |
Mark the selected Purchase Orders as completed. |
Attach To Email |
Uses Outlook to send all selected Purchase Orders as attachments. |
Print the selected Purchase Orders |
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Goods Received Note (GRN) |
Convert the selected Purchase Orders to a GRN |
Columns in the Purchase Order Lookup |
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Available Supplier Credit |
Credit Limit - Balance |
