Viewing SmartPOs

In this section, you will learn how to view SmartPOs using the filters to narrow your search.

  1. On the Home page, click the RECEIVE card.
    1. Note: it is worth noting that you can also access the Receive Payments page through the Menu and select Receive.
  2. Click the SmartPO card. You will be directed to the SmartPO page.
  3. Narrow your search using the following options:
    1. Search Bar: enter the keywords or the system-generated purchase order number.
  4. Status: click the Status icon to expand the status selection list. You can filter the displayed purchase orders based on the selected status; Pending, Accepted, Sent, Attention, Completed, or All.
  5. User Filter: click the User Filter icon to expand the filter selection list. You can filter the displayed purchased orders based on the users that created them. To display all the purchase orders that you created, select Mine only.
  6. Find and click the purchase order from the list.
  7. The selected purchase order opens displaying the categorized sections of the Purchase Order Details:
    1. Purchase Order Details
    2. Transaction Log
    3. Order Items
    4. Payment Terms