Purchase Monitor

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.