Purchase Orders
The
Purchase Orders
tab contains the purchase order numbers associated with a shipment. Depending on client needs, other fields can be added to this screen alongside Purchase Order Num
.Similarly, added fields would be managed using the
Add New Record
or Edit
links as discussed below.As with other tabs in this screen, the
Purchase
Orders tab also contains navigational features at the bottom of the field. Arrows located in the lower left corner of the screen allow users to navigate forward or back across pages.The number of records displayed on a page may also be filtered using
Page size
: and the coinciding drop-down. A summary of all purchase order records and the number of pages is shown in the lower right corner.
Add Purchase Order
To add a new purchase order, click
Add New Record
.
Clicking
Add New Record
will open a blank pop-up. Fill the Search Purchase Order
field.Click
Save
to store the record and keep the pop-up open for further editing.Click
Save and Close
to store the record and return to the Purchase Order
tab.Click
X
to close all changes and return to the Purchase Order
tab.
Edit Purchase Order
To edit an existing purchase order record, choose a record to edit and move the cursor to the corresponding arrow on the left.
Once the options menu becomes visible, click
Edit
.
Clicking
Edit
will open the Edit
pop-up, which displays the details for the specific purchase order record. Make all necessary changes.To save the record and keep the pop-up open for further editing, click
Save
.To save the record and close the pop-up, click
Save and Close
.To drop all changes without saving, click
X
.
Copy Purchase Order
To copy a purchase order detail record, choose a record to copy and move the cursor over the corresponding downward arrow on the left.
Once the options menu appears, click
Copy
.
A confirmation pop-up opens, prompting for confirmation of the copy action.
Click
Cancel
or X
to return to the Purchase Order
tab without a copy.Click
OK
to confirm the copy, creating a duplicate record in the Purchase Order
tab.
Delete Purchase Order
To delete a purchase order, choose a purchase order to be deleted and move the cursor over the corresponding downward arrow on the left. When the options menu appears, click
Delete
.
To remove the record, click
OK
in the confirmation pop-up.To cancel the deletion and close the pop-up, click
X
or Cancel
.
Sorting Purchase Orders
To sort purchase orders, choose a column to sort and click the column header. Click once to sort in ascending order.
Click twice to sort in descending order.
Click a third time to return the table to its original order. Numerical values will precede alphabetical values.
Filtering Purchase Orders
To use the advanced filter options, click
Show/Hide Filter
.
A field will appear in the bar above each column header. Choose a column to filter by and enter a value into the field. Click the filter button to the right once a value is entered. Choose a filter option. Filter options may vary depending on the column type (alphanumeric, numeric, etc.).
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Import Management
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