Purchase Orders

Login ‣ Main Page ‣ Transactions ‣ Purchase Orders.

Main Page –> Transactions

For Purchase Orders in QuickBooks Online, see Purchase Orders

Under purchase orders one can see a menu (top right corner) and can switch between table view or list view.

Slide a purchase order from the list to edit or delete it.

Slide to Edit
../_images/slide_po.png

Once you select (by double tapping) a purchase order you can proceed to:

  • Edit.

  • Email.

  • Delete.

  • Generate a pdf with current data, including your company logo.

  • Share the pdf.

  • Collect a signature.

  • Go to PO’s vendor.

  • Add/Delete/Share PO’s images.

  • Call the vendor.

  • Use whatsapp to call or text.

  • Open the map app with the vendor address.

  • Set configuration for the PO’s page.

    • Reload images from the cloud.

    • Enable/Disable PO notifications.

    • Enable/Disable display columns under table view.

The search icon at the top, will filter the list by the search filter criteria applied to PO’s number. The icon at the bottom indicate you can add a PO.

Any data changed or created, the app will ask, while exiting the page for:

  • Back, to add more changes.

  • Cancel, to discard changes.

  • Ok, to save it.

Once the data is saved, the changes will propagate to any mobile user of the app, seamlessly.

More screenshots.

List Table Selected Menu Edit PO

POs as List
../_images/purchaseordersList.png
POs as Table
../_images/purchaseordersTable.png
PO Selected
../_images/purchaseordersListSelected.png
PO Menu Choices
../_images/purchaseordersTableMenu.png
Edit PO
../_images/editPurchaseOrder1.png