Preference

Function

Purchase Order Numbering

By default, purchase orders are sequentially numbered, starting with 1.

If preferred, you can precede the number with a text string, such as the vendor name, vendor code, or the name of the associate making the PO. You can also change the starting number.

Follow the instructions provided on the help sidebar on the preference page.

Purchase Order Status

There are default statuses for use in the Status field on purchase orders:

• Open is automatically assigned to every new order.

• Closed is automatically assigned to the order once all listed items have been received on a voucher.

• Pending should be assigned to planning orders that haven't been given to your vendor.  (Pro) And so they are not included when Point of Sale calculates available quantities.

• Suggested is assigned to purchase orders generated by the Suggest PO feature. (Pro)

You can change the name of these statuses, add new ones, and arrange the order they appear in the Status field drop-down list on order forms. Learn more.

Purchase Order Instructions

Enter up to two lines of optional instructions to print on POs. These instructions are not displayed on screen.