The Purchase Orders page lists all of the Stock and Task purchase orders you have access to. You can also create more purchase orders as needed, either from this page as a stock order, or directly from a task as a task purchase order. Access Purchase Orders via the Main Menu () > Purchase Orders. |
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Stock Purchase Orders
The default view for the Purchase Orders page is the list of Stock purchase orders that are in progress. Sorting the list
Purchase orders with both task and stock items will appear in both the Stock and Task purchase order list. See Moving Purchase Order Items. |
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Task Purchase Orders
To view the list of purchase orders raised against tasks:
View Task(s) Tap the (briefcase) to view the corresponding tasks for that order. Show thisFrom there, tap the (down arrow) to view the task details and open the task from there. Show this |
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Searching and Filtering
Use the (magnifying glass) to search purchase orders. You can either search by Order Number or Supplier. As well as switching between Stock and Task purchase orders, use the (Filter By) option to filter by approval status. Tap an approval status, e.g. Pending Approval orders, and tap Apply. If filtering by All, purchase orders will display with a status label. Show thisBoth the Search and Filter By options are available from the Stock Orders and Task Orders list. |
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Create Stock Purchase Order
From the Stock Purchase Order list, tap the (green plus button) to create a new purchase order for stock. Items recorded on a stock order will not be added to any tasks and are used to replenish stock levels. Task Purchase Order To create a purchase order for a task (e.g. to order materials for a particular task), raise the purchase order from the task via one of the following methods:
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