Purchase Orders
Home→ Accounting→ Purchases→ Purchase Orders
Overview
This interface helps you to see the full list of the purchase orders and the main information about them.
With the help of filters, you can find the necessary entry quicker.
You have an opportunity to create and delete purchase orders.
List description
- ID – the unique number of purchase order
- No. – the number of the purchase order
- Ref. No. – the purchase order’s reference number
- Company – the name of the office
- Supplier – the name of the contractor
- Contact – the name of the contact user
- Ship to – the ship to company name
- Date – the purchase order’s date
- Currency – the purchase order’s currency
- Amount – the total amount of purchase order (the Total field + the Sales tax field + the Shipping field)
Manuals
How to add / delete purchase order
- Click the “+” button to create new purchase order
- Fill in the necessary fields and click the Update button
- Click the “Delete“ button to delete the purchase order
Confirm the action, clicking the Delete button
Sorting and filtering
You have an opportunity to make the filtration by:
- Currency, Company, Contractor Type, Contractor selectors
- From date, To date calendar
- ID, No input fields
The interior interface
Select any order using the double click
The elements of the interior interface:
Main informational block
- Company, Type, Supplier, Contact, Requisitioner, Currency, Rate selector
- Ref No, Shipped via, FOB point, Terms, Name, Company, City, Country, Phone, Address, Address 2, Sales tax, Shipping input fields
- Delivery date, P.O. Date calendar
The additional block
- The Items tab
- Part number – the space with the information about order’s number
- Qty – the number of parts
- Unit – unit of measure
- Description – the space with additional information
- Rate – the tariff plan
- Amount – the rate field * unit field
- Condition – other additional information
Subtotal – the sum by the Amount column
Total – the sum by the Amount column + the Sales tax fields + the Shipping field
- The Jobs tab
- The tab with linked jobs