View Purchase Orders

Access to this feature may only be available with the ‘Complete’ edition. Ask your Wasp representative for details.

The View Purchase Orders screen allows you to view and access all purchase orders in your database.

View Purchase Orders Screen

• Show Filter
• Export
• Generating Reports

New Purchase Order

View/Edit a Purchase Order

Delete a Purchase Order

Duplicate Purchase Order

Receive Purchase Order

View Purchase Orders Screen

1. Click on the Purchase > View Purchase Orders.

2. The View Purchase Orders screen will appear.

Note: Purchase Orders that are overdue will be highlighted in pink colour in the list.

3. Show Filter - When you click on the Show filter checkbox, a text box will appear under each field. Use modifier or enter the text that you want to search. Once you apply the Show filter, "Filter applied" message will appear next to it.

4. Export - This option allows you to export the list of the purchase orders to an Excel spreadsheet. You can export up to 25000 records and also allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel. Filter the list as needed, then select the Export icon -  . The report will get downloaded and can be accessed from the icon at the bottom of the screen. Click on the icon and select Open to view the report. You can save or alter the report as needed in Excel.
5. Generating Reports: This option allows the user to generate a Purchase Order Report, Receiver and Put Away Report. Select the PO Number by clicking on the checkbox and then select the type of report that you want to generate and click on the Print button.

Preview of Purchase Order Report

New Purchase Order

The New button allows the user to add a new purchase order.

Click on the Purchase > View Purchase Orders > New.

The screen will navigate to the New Purchase Order screen. Refer New Purchase Order for more details.

View/Edit a Purchase Order

The View /Edit Purchase order allows the user to edit the purchase order related details.

Click on the Purchase > View Purchase Orders.

Search the purchase order to be edited.

Click on the PO number.

The screen will navigate to the View/Edit Purchase Order screen. Refer View/Edit Purchase Order for more details.

Delete a Purchase Order

To Delete a purchase order, click on the Delete button.

Select the Purchase order to be deleted.

Click on the Purchase > View Purchase Orders > Delete.

A pop-up message will appear asking for confirmation.

Click on the Delete button again.

A message will appear indicating that "1 purchase order is deleted successfully".

Duplicate a Purchase Order

You can create a duplicate copy of a particular purchase order by using a Duplicate button.

To Duplicate a purchase order, select the Purchase order and click on the Duplicate button.

The screen will navigate to the Duplicate Purchase Order screen.. Refer Duplicate Purchase Order for more details.

Receive Purchase Order

The receive button will navigate to receive inventory screen. The Receive button is used to enter the item received for a particular purchase order.

1. Click on the Purchase > View Purchase Orders.
2. Select the Purchase order.
3. Right- click on the PO number and Click on the Receive button

Or

Click on the Receive button. The screen will navigate to the Receive Inventory screen. Refer Receive Inventory for more details.