Last updated 22/01/2021
To find the settings menu for Purchase Orders:
To add additional stages:
User Access controls who can view the Purchases Orders within the module.
If you'd like to remove access to the entire module, you can disable the whole module from the User Settings.
Select any of the additional fields shown here to add additional search boxes to the Purchase Order List Page.
You can add additional columns to the Purchase Order List page for the fields listed here. This will allow you to add extra information to the list should you need it.
Selecting "Managers only" will only reveal this field to those users that have been assigned Manager permissions to this module.
Select additional fields you would like included in the Bulk Update Feature. This function is explained in the article Updating Purchase Orders in Bulk.
Multiple Purchase Orders can be emailed to your suppliers using the Bulk Email function, explained in our article Emailing Purchase Orders in Bulk.
To add a bulk email:
To add or change the documents you can print from the admin screen.
The code of the template you wish to use.
The name displayed in the screen when selecting which document to print.
The option to print a document can appear in the Sales Orders List Screen or Admin Screen. This setting allows you to chose if you wish to hide it from a particular screen.
If checked, when opening the document, it opens into a new tab.
If checked, the document will generate as PDF instead of as an HTML Document.
If you have added integrations with sales channels, you can choose to update these channels with stock numbers and order statuses for them every time you enter the Admin screen for a Purchase Order.
This may be useful if you have received stock and you wish to update your Ecommerce platform with the most recent stock numbers.
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