Expandly: Help & Support

How can we help?

Logo1.png Managing Purchase Orders

Follow

Overview

In this guide we will show you how to create, view and manage your Purchase Orders, directly in Expandly.

Before you start

Before create a purchase order, you will need to add your supplier detail(s) to Expandly. Click here for information on this process. 

Creating a Purchase Order

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

mceclip0.png

2. Click mceclip1.png (top right) 

3. On the Create Purchase Order page, complete the purchase order information, including: 

Supplier Name - start typing to find the name  

Supplier Address - select from drop-down

Delivery Date - click to select the date

PO number - type in number information (you can set up automatic Next Purchase Order Numbers in Expandly - click here for more details) 

Item - start typing to find the product in Expandly

Buy Price

Quantity

Notes - free text to allow you to write notes if required

mceclip3.png

4. Click mceclip2.png (top right) to create.

Viewing Purchase Orders

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. On your Manage Purchase Orders page, you will be able to view purchase order(s) information including the status of the PO (Pending or Goods Received), whether the PO is Overdue and if the purchase order(s) has been sent to Xero

mceclip4.png

3. Apply filters (top left) to be able to search for Purchases Orders by criteria such as Supplier Name, Order Status, Payment Status and Order Date

Updating a Purchase Order

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. Find the Purchase Order you want to update

3. Click mceclip6.png(right side) and select to Edit, Mark as Goods Received, Send PO to Xero or Archive order

Updating Purchase Orders in bulk

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. Find the purchase orders you want to perform bulk actions to and select these orders by ticking the boxes to the left

3. Click mceclip5.png (top right) and select:

Mark as pending

Mark as goods received

Print Purchase Order

Send order to Xero

Sending Purchase Orders to Xero

Please click here for full instructions on Sending Purchase Orders to Xero

Archiving Purchase Orders

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. Find the Purchase Order you want to archive and click mceclip6.png (right) and mceclip7.png

3. Any Archived Purchase Orders will no longer show on your Manage Purchase Orders page however can be viewed (and unarchived if required) via the Purchase Orders> Archived Purchase Orders page (left menu) 

mceclip8.png

mceclip9.png

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact Us

Was this article helpful?
0 out of 0 found this helpful

Comments