Form Management
Navigation
Click on Business from the main menu, then click on Purchase Orders.
Overview
Refresh your filters by clicking the Refresh icon
Data Filters
Table Filter Menu: The table defaults to open all purchase orders in your account regardless of their status. Use the Filters to search this table by status i.e All, Draft, Issued, Billed, Expedite or Closed.
Balance Bar: This big blue bar is a summary of all money associated with the purchase orders in each category.
Show: Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
Search: Click in the Search field and enter search criteria to find a particular Job from within the Job Table.
Sort: Click on the arrows to the right of each column title to sort data alphabetically in ascending or descending order.
Actions Menu
New Purchase Order: Create a new purchase order by clicking.
Qic-Tip and Tricks:
Click on any blue hyperlink within the Purchase Order Management Table to jump to that particular Purchase Order or Supplier details.
Filters
All: Show all purchase orders
Draft: Filter to show purchase orders that have the status Draft
Issued: View all issued purchase orders. Issued purchase orders are orders that have been sent to the Supplier.
Billed: View all purchase orders that have supplier invoices or Bills allocated to them.
Expedite: View open purchase orders that still have goods pending delivery
Closed: Purchase orders will automatically be set to closed when bills have been matched and full delivery has been received. Users can manually close purchase orders as well. Closing a purchase order locks that order from having additional goods receipts or bills entered.
Purchase Order Table | |
Number | This is the unique purchase order identification number. This number is automatically set by QicWorks in accordance with your Settings. For more information visit Prefix Codes |
Supplier | Name of the supplier that the purchase order was issued to. |
Date Raised | Date the purchase order was created. |
Delivery Date | Date that the delivery of goods is expected. |
Budget | Nominal budget allowance for this purchase. |
Amount | The value of this particular purchase order including GST |
Status | The current status of the invoice. |
Attachments | Click on the clipboard icon to open and view the purchase orders attachments. |
Actions | |
New Purchase Order | Click this action button to create a new purchase order |
For more detailed information on how to add a new purchase order, go to New Purchase Order
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