Track Purchase Orders by Status

Purchasing Overview

Pro

The Status field on purchase orders allows you to track orders, filter order lists, and create reports based on the current entry. Point of Sale has these default purchase order status types.

- Open - Assigned to all new orders.

- Closed - Automatically assigned to POs that have been completely received.

- Pending - Manually assigned status, typically used on orders that you have made but that you are not immediately placing with your vendor. This allows you to filter them out from purchasing reports and for Pro users, prevents unplaced orders from affecting your available quantity calculations and reorder reminders.

- Suggested - (Pro) Automatically assigned to POs generated by the Suggest PO feature.

To manually change the status of a purchase order:

1. Display the purchase order in Form View.

2. Select a new status from the drop-down list in the Status field.

3. Select S ave.

To view the status history of a purchase order:

1. Display the order in Form View.

2. Click the icon next to the Status field.

Notes:

- If it fits your needs, you can add or rename status labels in company preferences. A purchase orders status can be manually changed as the order is made and as it proceeds towards completion for tracking purposes.

- As the status of an order is changed, Point of Sale records the date and the employee who made the change, so you have a running history of the orders progression.

- When a receiving voucher records the arrival of the ordered merchandise and the PO is 100% filled, the orders status is automatically changed to Closed by Point of Sale. Closed POs don't show up in the default purchase order list view.

Related Topics

Create a purchase order

Track PO fill status