8.8. Purchase Order Details View

Once a Technician decides to work on a Purchase Order, he heads to the Details View of the PO. There he/she uses the product features and capabilities to manage the PO.

The Purchase Order Details view organizes and manages all information related to a PO. Each PO has its own Details View having features that Technicians use to complete a PO.

8.8.1. Open Purchase Order Details View

  • Go to Purchase List View.

  • Click on the PO of which you want to open the details view. It doesn’t matter whether you are in Grid or Table View.

The Details View opens with the following fields and options:

figure 20
  • Section A shows the name of the Purchase Order.

  • Section B shows the name and contact details of your company (who is creating the PO).

  • Section C shows the stage status of the PO. There are seven stages in a PO (Learn more Purchase Order Stages).

  • Section D shows the PO number and deadline for the PO.

  • Section E has the following options:

  • Section F shows the different stages of a PO.

  • Section G houses the following options:

    1. Purchase Order Details

    2. Relations

    3. Attachments

    4. Notifications