Purchase Order Listing (New)
The New Purchase Order Listing is a user friendly experience to manage your PO's efficiently and access them quicker.
Navigating to Purchase Orders
To access the Purchase Orders, follow these steps:
- Go to the 'Inventory' section.
- Click on 'Purchase Orders'.
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Filters
The filter feature allows you to search and organize purchase orders based on specific criteria. Follow these steps to utilize the filter:
- Click on the 'Filter' option.
- Choose the search filter criteria such as PO ID, PO Status, Supplier, Payment Status and Type.
- Save your search for future use by creating new filters or marking them as default.
- Pin or unpin filter section to show or hide filters respectively. This setting will work user wise i.e. each user can set their preference of showing or hiding the filters based on their needs.
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Column Customization
You can customize the columns on this listing based on your preference as well. Simply click on the gear icon on the right side of the table and select the columns you want to see or hide.
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Can I see pending & received quantities or payment details for POs on listing page without opening each one Individually?
Yes! We’ve added five new columns in the PO listing and Excel export to make PO tracking much easier:
- Ordered Qty
- Received Qty
- Pending Qty
- Paid Amount
- Due Amount
By default, these columns are hidden, but you can enable them using the gear icon settings on the PO listing page. This will help you to quickly check which POs are still pending and how much amount needs to be paid etc.
We have also added these new columns in excel export.
Can I void a Purchase Order in RepairDesk?
Yes, you can void Purchase Orders (POs), but this option is only available for Super Admin users.
For Purchase Orders, you can find the Void option under the three dots menu in the PO listing. Once you click it, a confirmation popup will appear. After confirming, the PO will be marked as Voided and cannot be restored.
You can void POs in Open, Partially Received, or Fully Received states. Even if a PO has linked GRNs, it can still be voided, and the GRNs will remain unchanged.