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PO List

The PO List page provides full visibility into purchase orders created in the system, including vendor details, job associations, and fulfillment status.

PO List

Key components

  • Add Purchase Order button - opens the Add Purchase Order modal
  • Search bar - search by PO number, vendor, job, or other fields
  • Reset Filters / Refresh - clears filters or reloads the list
  • Status filters such as:
  • Unreceived POs
  • Outstanding AP POs
  • Closed POs
  • All Open POs

PO table

Common columns:

  • ID
  • Status
  • View (open PO)
  • QuickBooks sync indicator
  • PO Date
  • Need By
  • AP Status
  • Delivery Date
  • Vendor
  • PO Job Type
  • Job ID
  • Amount
  • Pay Terms
  • Created For
  • Assigned To
  • Sales Order number

Click the View icon or PO ID to open PO details.

Add Purchase Order modal

Add PO Modal

Key fields include:

  • Created For
  • Assigned To
  • Location
  • Status
  • Vendor
  • Department
  • Job Number
  • Payment Terms
  • PO Job Type
  • Ship Via
  • Ship Date
  • Expected Delivery Date
  • Sales Order Number
  • Shipping Address fields
  • Taxable checkbox
  • Comments

Actions:

  • Add PO - saves and creates the PO
  • Cancel - closes without saving