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Logo1.png Managing purchase orders - viewing, adding, amending and archiving

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Overview

Create, view and manage purchase orders directly in Expandly.

Video

Coming soon.

Steps

Before creating a purchase order, you’ll need to add a supplier, warehouse and product into Expandly - click on the links for detailed instructions on how

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

Expandly_-_Manager_POs.png

2. From the Manage Purchase Orders page, click Create Purchase Order (top right)Expandly_-_Create_Purchase_order.png

3. Complete the purchase order information, including:

Supplier name - start typing to find the name

Supplier address - click to select

Delivery date - click to select the date

PO number - start typing to find the name

Item - start typing to find the product in Expandly

Buy price

Quantity

And any other necessary information

4. Click Save (top right)

1. Find the purchase order you want to update

2. Click Actions (right side) and select either Edit, Mark Goods as Received or Send PO to Xero.

1. Find the purchase orders you want to perform bulk actions to on the Manage Purchase Order page

2. Select the purchase orders by ticking the boxes to the left

3. Click Bulk Actions (top right) Expandly_-_Merge_products_2.png and select:

Mark goods as pending

Mark goods as received

Print

Send to Xero

1. Find the purchase order you want to archive Manage Purchase Order page

2. Click Actions (right) and Archive order

3. CThe puchase order will now appear in the Archived Purchase Ordset section (left menu)

Expandly_-_Archived_purchase_orders.png

Next Steps

Now you've processed purchase orders through Expandly, you might want to:

Manage products in Expandly

Manage Reports in Expandly

Need more help?

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

Contact us

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