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Platform Guide: How to find, open and view Purchase Orders?
Platform Guide: How to find, open and view Purchase Orders?
Elena Simpson avatar
Written by Elena Simpson
Updated over a year ago

Step by Step Instructions:

  • 1 - Click on 'Orders' on the left side bar

  • 2 - A Purchase Order table will appear with all 'live' POs

  • 3 - You can narrow data by choosing and applying filters

  • 4 - You can also narrow data by applying quick filters

  • 5 - You can customise table by adding or removing columns

  • 6 - You can export data

  • 7 - To View a PO - click on it

  • 8 - Purchase Order slider will appear on the screen

  • 9 - Use Activity tab to view PO history and to send chat messages

  • 10 - Use Line items tab to update PO qty/dates and to create Lots

  • 11 - Use Order details tab to find further PO details

  • 12 - Use 'Issues' tab to see Issues for this PO (if any)


If you have further questions please send us a message on [email protected] and a member of our team will be in touch to help.


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