The Purchase Order screen is used to create and manage your orders to Suppliers. You can open this screen using the Nav-Bar, either onto the list view, or by clicking the '+' button to load the Add screen.

The PO List will display all Purchase Orders in your database. You can use the column headers or the Advanced Search to filter your results.

Once you've found the Order you wish to view/edit, double click the record and it'll load. To add a new PO, click the “Add Purchase Order” button.

To add a new Purchase Order, click the'+' icon from the Nav-Bar, or click the 'Add Purchase Order' button from the list view. From here, you can choose the Supplier you wish to order from, the Stock Site you're ordering to, and various other details such as ETA Date, Notes etc.

You can start to fill in the PO Lines on this screen, or you can save the record and continue this under the Lines tab.

Once you have loaded or saved a Purhcase Order, it'll be displayed on the 'Modify' screen, where you can view and/or edit the details.

To make changes to the lines, use the tabs (detailed below).

The PO Lines tab displays a list of any Parts which have been added to the Purchase Order. From here, you can click the pencil or double click the line to edit, click the delete icon to remove the line, or click the 'Add New Line' button to add more Parts.

Clicking Add will open a new pop-up window. Choose the Part you wish to add, enter the details and click 'Add New' to save.

When your ordered Parts arrive, go to the Goods In tab, and mark them as received in order to move them into Stock.

Click the pencil icon next to the line you wish to edit, and update the Qty Received field to show how many have been delivered. This will then update your Stock records on the chosen Stock Site.

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to using the eye and download buttons on the record.

To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.

Public and Private attachments are visible or invisible to Mobile users respectively.