The List all Purchase Orders page lists all the POs created in the past, lets you create new POs, and view, create and delete existing POs.

The following information is displayed for the Area*, Store, Supplier, Status and PO # selected using the filters at the top of the page:

  • PO #: The reference number automatically assigned to the PO when it was created.

  • Supplier: The name of the supplier for whom the PO was created.

  • Store: The store that the products were ordered for.

  • Order Date: The date of the order on the PO.

  • Delivery Date: The date on which the order was/is expected to be delivered.

  • Order Group: The name of the order group used when creating the PO (All Products indicates that no order group was selected).

  • Status: Open indicates that the order has not been received as yet (an invoice hasn't been created) , while Closed indicates that an invoice has been created for the PO.

    To view the invoice for a closed PO, view the PO and then click on the Invoice # on the Update Purchase Order page.

TO VIEW A PO:

  1. Open the List all Purchase Orders page.

  2. Use the filters at the top of the page to find the PO you want to view, if required.

  3. Click on the PO # of the PO that you want to view.

  4. Click on the View PO Details button in the Update Purchase Order window.

TO EDIT A PO:

  1. Open the List all Purchase Orders page.

  2. Use the filters at the top of the page to find the PO you want to edit, if required.

  3. Click on the PO # of the PO that you want to edit.

  4. In the Update Purchase Order window:

    1. Select the order in which you'd like the items to be displayed in Product Sequencing.

    2. Click on the Entry - Order Worksheet, Show All Categories/Sub-Cats button or the name of the category/sub-category that you want to edit.

    3. In the Purchase Order Worksheet* or PO Product List* window:

      1. Use the search bar* to add items not set for regular orders if required.

      2. Check the order Quantity for the items and change them as required.

      3. Click on the Update PO button.

      4. Click on the OK button in the confirmation pop-up box.

    4. Click on the Update button to save changes or the Return to List button to close the page.

    The Turn PO into Invoice button is meant to convert the PO into an invoice once the order is received. Click here to learn how.

TO DELETE A PO:

Only POs with the Status as Open (no invoice linked to it) can be deleted.

  1. Open the List all Purchase Orders page.

  2. Use the filters at the top of the page to find the PO you want to delete, if required.

  3. Click on the PO # of the PO that you want to delete.

  4. In the Update Purchase Order window:

  5. Click on the Delete button.

  6. Click on the OK button in the confirmation request pop-up box.

If a PO has already been electronically submitted to the supplier, deleting it will not cancel the PO. You will need to contact the supplier directly to cancel the order.

Associated Settings

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.