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    Purchase Order search screen explained

    The main Purchase Order screen provides a wealth of information that allows you to quickly scan over and drill down to the data you require.

    Across the top of the screen you can see information about updating the status of the orders and on the right two filter dropdowns allowing store and supplier filtering.  There is also a checkbox that allows viewing of all orders - including Closed Orders.

    Clicking Edit Header allows you to amend order specific data such as adding the suppliers order reference once the order has been placed on the B2B, checking to assign an invoice being received or adding the delivery charges for the order.

    NOTE: If you are using the Xero integration, it is best to add any delivery charges into the Purchase Order itself, using a non-inventory item. This way, those charges will transfer through to your Xero account. The charges in the header will not.

    Clicking Edit Items opens the Purchase Order to allow editing of the order.

    The main grid gives you filtering for Type (Purchase Order, Transfer In Transfer Out), PO Number ( Auto System Generated), Suppliers Order Ref (Entered after creating PO and uploading to suppliers B2B), Title (Internal reference such as 'Forward Order' etc), Supplier, Deliver to (Destination store), Items (Total number of individual items on order), Sub total ex Tax, Total (incl. Tax), Created, Required (Can be amended on Order creation), Order Placed), Last Received, Status (Open or Closed)

    These filters can be stacked to drill down to specific orders / suppliers / order types to allow efficient management of stock ordering in your business.

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