Description

The Purchase Order Detail tab under Purchasing>Purchase Orders>Detail aggregates all line item information entered in Purchase Orders. You can use this tab to filter and review the contents of Purchase Orders all together in one place:

 

Columns

Many of the columns of the Purchase Order Detail page reference the Purchase Order that the line item falls under:

  • Number - Unique identifier for the Purchase Order.
  • Item - The Item/Kit/Description for the Purchase Order (see icons below to determine between them).
  • Vendor - Vendor of Purchase Order.
  • Location - Location of Purchase Order.
  • Warehouse - Warehouse to receive items to of Purchase Order.
  • Created Date - the date the PO was created.
  • Last Updated - the date of the most recent update to the PO.
  • Cost Center - Cost Center associated with Purchase Order (if any).
  • Product - Product associated with Purchase Order (if any).
  • Job - Job associated with Purchase Order (if any).
  • Custom Dimensions - Custom Dimension associated with Purchase Order (if any).
  • Default Sales Price - the default sales price for the Item/Kit.
  • Default Purchase Price - the default purchase price for the Item/Kit.
  • Amount - Price per Description/Item/Kit.
  • Quantity - Number of Description/Item/Kit.
  • Tax - Tax entered manually or from a Tax Code (if any).
  • Total - Quantity * Amount + Tax Amount.

 

The Items column can be either a Description/Item/Kit:

  • The clipboard icon indicates a Description for the line item
  • The box icon indicates an Item for the line item
  • The multi-box icon indicates a Kit for the line items

Purchase Order Detail Line Table Actions

  • Filters - Filter what appears in the table based on one or more fields available in the table.
  • Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
  • Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
  • Export - Table data can be exported using the export button at the top of the table.
  • Click the blue highlight text under the Number column to bring up the original Purchase Order for the line item
  • Click the blue highlight text of the Item or Kit in the Item column to bring up the Item/Kit details
  • Click the blue highlight text of the Vendor to bring up the full Vendor details
  • Click the blue highlight text of the Warehouse to bring up the full Warehouse details