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How To Track Purchase Orders

Home » How To Track Purchase Orders

Would you like to keep track of all your open POs that you will be receiving, so you see a list of items that will be coming in and from which location?

Inventory Ahead gives you this option. See below a simple step-by-step guide on how to do this.

Click on “Advanced Filters” on the purchasing page.

Select the status “Received Percent” at the “Filter by Status” option.

Click on “Add to filters”.

Select the “less than” symbol, and now you can enter the amount of 100% or any percentage amount of receiving POs that you would like to view.

This filter will give you all the POs you will be receiving or are in the progress of receiving. If you would like to see this then click on “Apply”.

To see only the ones that are in the progress of receiving you can add another filter as follows.

Select the status “Qty Received” at the “Filter by Status” option.

Click on “Add to filters”, and select an amount “greater than 0”.

Then click on “apply”

You also have the option to save this filter set for later usage by clicking on “save new filter set”.

Enter your desired filter name and click on “save”.

Now, whenever you would like to view your receiving POs, you can click on your saved filter’s name.

You can play around and have several saved filter sets to view a variety of different statuses of POs.

More FAQs inside

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