Purchase Orders Management
The Purchase Orders page is your command center for tracking POs from creation through delivery. Each step below has a Show me button that lights up the compass on the matching control so you can see exactly where it lives.
Most compasses live on the PO list. The detail panel compasses appear once you click a PO number to open it.
The tour
1. Go to the Purchase Orders page
All purchase orders, their statuses, and delivery info live on the Purchase Orders page.
2. The Purchase Orders table
All your purchase orders in one place. Track status, delivery dates, and shipping info — click any row to open the detail panel.
3. Location column
The warehouse or facility where each PO will be received. You can also filter the whole list to a single location at the top right.
4. Status column
Track each order's progress: Draft, Ordered, Shipped, Partially Received, or Received. Status auto-updates as you receive items, and you can also click to change it manually.
5. Order Date & ETA
Order Date shows when the PO was created. ETA shows when you expect delivery — click ETA to edit it inline from the table.
6. Filter by location
If you have multiple locations, use the dropdown at the top right to view orders for a specific warehouse or facility.
7. The PO detail panel
Click any PO number to open its detail panel. View and edit items, quantities, costs, and receiving status. Your hub for managing one purchase order.
8. Receive all items
Click Receive Order in the detail panel to jump to the receiving page pre-filtered to this PO. The fastest way to receive an entire shipment in one go.
Tips
- ETA changes propagate to the receive page's "Due" view.
- You can receive partial quantities — the PO stays open until all items are received.
- Use saved views to switch between common filter combinations (open POs, this week's deliveries, etc).
