Skip to main content

Purchase Orders

Purchase Orders displays supplier orders for raw materials and packaging, tracking delivery dates and order status.

Purchase Orders Overview

Overview​

  • List of all purchase orders with supplier and date information
  • Line items showing materials and quantities ordered
  • Expandable rows to view order details
  • Order details view for individual purchase orders
  • Status tracking (COMPLETED, etc.)

Top Bar Controls​

SKU Filter​

Select SKUs dropdown:

  • Filter purchase orders by material/SKU
  • Search box to find specific materials
  • Select multiple SKUs
  • Shows only orders containing selected materials

Actions​

  • Clear Filters: Reset all applied filters
  • New Purchase Order: Create a new supplier order (top right button)

Purchase Orders Table​

Columns​

  • Order Number: Unique purchase order identifier
  • Supplier Name: Supplier/vendor name
  • Order Date: Date order was placed
  • Delivery Date: Expected delivery date
  • Status: Order status (e.g., COMPLETED)
  • Line Items: Dropdown showing number of items (e.g., "Show (1)", "Show (5)", "Show (7)")

Sortable Columns​

Most columns have sort icons allowing you to order by:

  • Order Number
  • Supplier Name
  • Order Date
  • Delivery Date
  • Status
  • Line Items

Row Actions​

Each purchase order row has:

  • Line Items dropdown: Expand to see materials ordered
  • Detail icon (right side): View full order details

Line Items Expansion​

Click the Line Items dropdown (e.g., "Show (5)") to expand and see:

  • Material descriptions with quantities
  • Example: "11.5cm (4.5") box plain (1,000)"
  • Example: "10cm (6") box printed (8,000)"
  • Example: "20cm (8") box plain (2,000)"
  • Example: "25cm (10") box plain (2,000)"
  • Example: "14 pack plain (15kg) (3,000)"

Shows SKU descriptions and quantities ordered inline within the table.

Purchase Order Details View​

Click the detail icon to view full order information:

Page Header:

  • Title: "Purchase Order"
  • Back to Purchase Orders button: Return to list

Order Header Information​

  • Order Number: Purchase order ID
  • Status: Order status (e.g., COMPLETED)
  • Supplier: Supplier name
  • Delivery Date: Expected delivery date

Line Items Table​

Columns:

  • SKU ID: Material/product code
  • SKU Name: Material description
  • Quantity: Amount ordered
  • UOM: Unit of measure (e.g., Each)

Example line items:

  • SP-452-21-01: 11.5cm (4.5") box plain - 1,000 Each
  • SP-453-21-01: 10cm (6") box printed - 8,000 Each
  • SP-454-21-01: 20cm (8") box plain - 2,000 Each
  • SP-455-21-01: 25cm (10") box plain - 2,000 Each
  • SP-456-72-01: 14 pack plain (15kg) - 3,000 Each

Common Workflows​

Viewing All Purchase Orders​

  1. Navigate to Purchase Orders
  2. Review table of all orders
  3. Sort by Delivery Date to see upcoming deliveries
  4. Or sort by Supplier Name to group by vendor

Filtering by Material​

  1. Click Select SKUs dropdown
  2. Choose specific material(s)
  3. Table shows only orders containing those materials
  4. Useful for tracking specific material deliveries

Checking Order Line Items​

  1. Locate purchase order in table
  2. Click Line Items dropdown (e.g., "Show (5)")
  3. Dropdown expands to show materials and quantities
  4. Quick view without leaving the table

Viewing Full Order Details​

  1. Click Detail icon on purchase order row
  2. Purchase Order detail page opens
  3. Review:
    • Order Number
    • Status
    • Supplier
    • Delivery Date
  4. See complete line items table with SKU ID, Name, Quantity, UOM
  5. Click Back to Purchase Orders to return

Creating a New Purchase Order​

  1. Click New Purchase Order button (top right)
  2. Select supplier
  3. Add line items with materials and quantities
  4. Set delivery date
  5. Save the order

Sorting Purchase Orders​

  1. Click sort icon in any column header
  2. Sort ascending or descending
  3. Useful for:
    • Finding earliest/latest delivery dates
    • Grouping by supplier
    • Ordering by status

Monitoring Order Status​

  1. Review Status column
  2. Track which orders are COMPLETED
  3. Identify pending or in-transit orders
  4. Follow up on delayed deliveries

Understanding Purchase Orders​

Purchase orders drive:

  • Material supply: Ensure materials available for production
  • Inventory receipts: Incoming stock from suppliers
  • Material planning: Coordinate with production schedules
  • Supplier management: Track vendor performance and deliveries

Order fulfillment:

  • Purchase orders placed with suppliers
  • Materials shipped and delivered
  • Receipts recorded in inventory
  • Materials available for production work orders

Tips​

  • Sort by Delivery Date to prioritize incoming shipments
  • Use Select SKUs filter to track specific material deliveries
  • Expand Line Items for quick material visibility without opening details
  • Detail view provides complete order information for receiving and verification
  • Monitor orders approaching delivery dates to prepare for receiving
  • Track Status to ensure timely deliveries
  • Use purchase order data to coordinate with production planning
  • Clear Filters to reset and see all orders
  • Group by Supplier Name to manage vendor relationships
  • Materials: Purchase orders increase projected material availability
  • Inventory: Receipts from POs update inventory levels
  • Work Orders: Material availability from POs enables production scheduling
  • Schedule: Coordinate material deliveries with production timeline
  • Batch Trace: Track material lots from suppliers through production