Difference between revisions of "Purchase Monitor"
m (info added) |
m (spelling corrections) |
||
| Line 1: | Line 1: | ||
===In This Section=== | ===In This Section=== | ||
| − | In this section you will cover how to cancel and approve all orders how to find purchase orders. | + | In this section, you will cover how to cancel and approve all orders how to find purchase orders. |
| Line 14: | Line 14: | ||
=== Cancelling or Approving Purchase Orders === | === Cancelling or Approving Purchase Orders === | ||
| − | To cancel or approve a purchase order, there will be a blank tick box in the very first column, on the left hand side of the ''Order Date'' column. Select the purchase orders that you would like to approve, cancel or send a reminder for by ticking [[File:Tick.PNG|alt=Tick Button|link=|Tick]] the box.<br /> | + | To cancel or approve a purchase order, there will be a blank tick box in the very first column, on the left-hand side of the ''Order Date'' column. Select the purchase orders that you would like to approve, cancel or send a reminder for by ticking [[File:Tick.PNG|alt=Tick Button|link=|Tick]] the box.<br /> |
''Note that only one action can be completed at one time.''<br /> | ''Note that only one action can be completed at one time.''<br /> | ||
| − | Once the relevant purchase orders have been selected, there will be a drop down menu at the bottom of the page where you can select the appropriate action that you would like to complete. Eg. ''Approve Orders.''<br /> | + | Once the relevant purchase orders have been selected, there will be a drop-down menu at the bottom of the page where you can select the appropriate action that you would like to complete. Eg. ''Approve Orders.''<br /> |
To complete the selected action, press the [[File:Submit-changes-red.PNG|alt=Submit changes red Button|link=|Submit changes red]] button to submit changes. | To complete the selected action, press the [[File:Submit-changes-red.PNG|alt=Submit changes red Button|link=|Submit changes red]] button to submit changes. | ||
Latest revision as of 12:24, 22 October 2021
Contents
In This Section
In this section, you will cover how to cancel and approve all orders how to find purchase orders.
Purchase Monitor
This section will cover cancelling and approving purchase orders and sending reminders.
Finding Purchase Orders
Once you arrive on the Purchase Order Monitor page, you will have the option to filter by approved or unapproved purchase orders, by selecting from the drop-down menu.
There will also be the option to search for an existing purchase order by typing in any of the relevant details in the search bar.
The following details will be displayed and can be searched for: Order Date, PO Reference, Supplier Reference, Supplier, Original Value, Weight in kg, Customer Delivery, Items, Sales Order Group, Order Type, Approved status, Expected date, Items O/S, Total Items, Status, Reminded and Last Reminded.
Cancelling or Approving Purchase Orders
To cancel or approve a purchase order, there will be a blank tick box in the very first column, on the left-hand side of the Order Date column. Select the purchase orders that you would like to approve, cancel or send a reminder for by ticking 
the box.
Note that only one action can be completed at one time.
Once the relevant purchase orders have been selected, there will be a drop-down menu at the bottom of the page where you can select the appropriate action that you would like to complete. Eg. Approve Orders.
To complete the selected action, press the 
button to submit changes.
