Purchase Orders - Page Layout

Header

Along the top or your purchase order page you can see the purchase order number and action icons - these will change depending on the status of the order.

	Save any changes you have made to the details on this purchase order page. This purchase order page will remain open. Only shows before an order has been processed.
	Return to the Order Search page without applying any changes made since the order was last saved. Only shows before an order has been processed.
	Exit this purchase order page and return to the Order Search page. This shows both before and after an order has been processed.
	Generate draft documents for your purchase order to review before processing the order. Only shows before an order has been processed.
	Process your order. Complete a final price check and generate finalised order documents to be sent to your supplier. Only shows before an order has been processed.
	View all documents generated for this order including: draft and final purchase orders, and goods receipt documents. Shows once any documents have been generated.
	Attach your delivery instructions form so that it is included in you purchase order documents when they are generated. Only shows if a delivery form is required for this order. i.e. Metroll orders
	Generate your Goods Receipt document for this order to review the delivery of this order. Only shows after an order has been processed.
	If you have already processed your order but need to make changes you can Unlock the job, this returns the status to NEW. Note you cannot unlock Q-Plates orders. Only shows after an order has been processed.
	Once you’re order has been delivered and you’ve confirmed that everything has arrived without issue click this icon to mark your order as received. Only shows after an order has been processed.

Purchase Order Information

Order Status

On the left you’ll see all the information relating to the status of your order. You’ll only be able to see all of this once you’ve processed the order.

First you’ll see the order number and an overall status: New, Sent To Supplier or Received.

Below this is the order category for this order e.g. Fasteners, Plates or Steel/Cladding.

Lastly is a list of key dates. Some of this information will be filled in automatically however the Order Confirmed, Delivery Confirmed, and Dispatched Date all need to be changed manually. You can also add a note to these sections when updating the dates.

Supplier Information

Next is your supplier information. This shows the name of the supplier, their address and contact information. You can change this supplier by clicking the blue edit icon, see HERE for more information.

Below your supplier details will be your job name and a link to the job management page.

If you need an additional reference listed on your purchase order for your own record you can fill in a Reference.

Delivery Details

Next up is your delivery details. Below the standard information you’ll be able to select your requested delivery dates and provide any additional notes to your supplier regarding delivery.

Before processing your order you’ll be able to see a Quick Selection. Use this to quickly update the delivery details to match the customer, your office or the supplier you wish to consolidate this order to.

Notes

To the far right is your notes section.

Some notes are automatically generated when an update is made. These notes keep track of when the action was completed and by who. Automatic notes are generated: when an order is processed, when the order status information is updated and when an order is unlocked.

Notes can also be added manually by your users to help manage your order. You can both include text notes or attach documents using the paperclip icon.

Total Cost

Below all of this will be the total cost of your purchase order, inclusive of tax.

Items List

Below your order information is a list of all the items included in this purchase order.

At the top you’ll see buttons to add extra items to your order and check your prices.

If the freight for this order was original POA you’ll also see a red note reminding you to make sure your freight has been filled in before processing the order.

Lastly is your full list of items including reference codes, descriptions, quantities, measurements and pricing. The Action column will only show before an order has been processed and will allow you to make changes to a purchase order.