Purchase Order View
The purchase order view modal is a window that provides detailed information about a specific purchase order. It typically includes various details such as the purchase order number, vendor details, item descriptions, quantities, prices, and any additional notes or attachments associated with the purchase order. Users can access this modal to review the specifics of a purchase order and take necessary actions, such as approving, editing, or canceling the purchase order.
To view details of the Purchase order.
Navigate to Vendors > Purchase Order.
After clicking on Purchase Order, the purchase order list will be displayed.
Please choose the purchase order for which you'd like to view the details.
It will open the Purchase order details view modal as shown below:
In the view modal, located in the upper-left corner, you can find details such as the Vendor’s Name along with the Vendor's address.
Clicking on the Vendor’s name will redirect you to the respective Vendor details page.
Learn more about Vendor details and Adding a new vendor
Clicking on the address will lead you to Google Maps, displaying the location of the address or selecting the navigation icon ➤ will display the route from your current location to the specified address.
- Shipping Address: The shipping address associated with the purchase order is the location to which the ordered items will be delivered.
- Purchase Order Code: This code is a unique identifier assigned to each purchase order for tracking and reference purposes.
- Status: This status indicates the current stage of processing or fulfillment of the order. The status of the purchase order can be either "Draft" or "Purchase Order."
- Note: You can only make edits to purchase orders that are in the draft status.
- Reset to draft: The 'Reset to Draft' feature enables users with the necessary permissions to revert documents to their draft state, allowing for further editing.
- When this option is selected, the system prompts the user to confirm the action, ensuring that changes are made intentionally and not by accident.
- Upon clicking Reset, the user can either reset the purchase order to draft state or choose Cancel or cross icon ✖ to close the dialog box.
- Purchase By: This typically refers to the entity or individual responsible for initiating the purchase order.
- Purchase Order Date: This refers to the date when the purchase order was issued or created.
- Product/Service: The purchase order includes details about the products or services that are being ordered.
- Description: The description section provides a brief explanation or summary of the products or services included in the purchase order.
- UOM: It refers to the standard unit used to quantify or measure the quantity of a product or service in the purchase order.
- QTY: It represents the number or amount of a particular product or service ordered in the purchase order.
- Rate: purchase order refers to the unit price or cost per unit of the product or service being ordered.
- Amount: This represents the total cost or value of a specific line item, calculated by multiplying the quantity by the rate.
- Subtotal: This is the total cost or value of all items before any taxes, discounts, or additional charges are applied. It is the sum of all individual line item amounts.
Following the subtotal section, there is an "Attachments" section where users can upload documents by either clicking on the attach button or simply dragging and dropping documents into the attachment area. This feature allows users to conveniently attach relevant files, such as receipts, purchase orders, to the bill for reference and documentation purposes.
View Attachments:
Click on the “👁” (view) icon to see images, whether it is images or PDFs.
Or
Delete Attachments:
Click on the “ 🗑 ” (delete) icon to remove/delete the documents.
In the top right-hand corner of the purchase order, you'll find the "Inbound" option.
Clicking on "Inbound" will redirect users to the inbound details page specific to the product on the purchase order.