Purchase & Sales Orders

Manage purchase orders from vendors and sales orders to customers
Order # Vendor Date Created Total Amount Status Expected Delivery Actions
Order # Customer Date Created Total Amount Status Ship Date Actions

Create Purchase Order

Complete all steps to create a new purchase order

Order Header Information

Auto-generate PO number
When enabled, a unique PO number will be created automatically.

Vendor Information

Line Items

Line # Type Part Number/SKU Description Manufacturer Quantity Unit Price Total Price Actions

Financial Summary

Total Amount: $0.00

Delivery Information

Financial Information

Purchase Order Financial Summary

Line Items Subtotal: $0.00
Shipping Cost: $0.00
Other Charges: $0.00
Pre-Tax Total: $0.00
Tax Amount (8.25%): $0.00
Total Purchase Order Amount: $0.00

Work Order Reference

Link to Work Order

Compliance

Add Purchase Order Line Item

Total Price: $0.00

Add Sales Line Item

Subtotal: $0.00
Total: $0.00

Cancel Sales Order

This action will permanently cancel the sales order and cannot be undone. All details will be logged for CRM tracking and audit purposes.

Sales Order Actions Legend

Actions available depend on the current status of the sales order. Here's what each icon means:

Available for All Statuses

View Details - Opens detailed order information

Quote Quote Status Actions

Edit Quote - Modify quote details
Convert to Order - Accept quote, make it confirmed order
Download Quote PDF - Generate quote document
Cancel Quote - Cancel quote with reason tracking

Confirmed Confirmed Order Actions

Edit Order - Modify confirmed order
Start Processing - Begin work on order
Download Order PDF - Generate order confirmation
Cancel Order - Cancel with detailed tracking

In Progress In-Progress Actions

Update Progress - Record work progress notes
Ready to Ship - Mark order ready for shipment
Download Work Order - Generate work order with labor details

Ready to Ship Ready-to-Ship Actions

Generate Shipping Label - Create shipping label PDF
Mark as Shipped - Add tracking info and ship
Download Packing List - Generate packing list PDF

Shipped Shipped Order Actions

Track Shipment - Open carrier tracking page
Generate Invoice - Create invoice and mark invoiced
Download Shipping Docs - Export control & shipping documents

Invoiced Invoiced Order Actions

Record Payment - Log payment received
Download Invoice - Generate invoice PDF
Send Payment Reminder - Email/SMS payment reminder

Cancelled Cancelled Order Actions

View Cancellation Details - See cancellation reason & details
Download Cancellation Notice - Generate cancellation PDF