Actions on purchase orders
  • 03 Oct 2023
  • 2 Minutes to read
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Actions on purchase orders

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Article summary

All purchase orders have an "Actions" menu at the top that provides access to a variety of options and features. The choices you get depend on the status of the purchase.

In some statuses, the options can be many, then you have the opportunity to search at the top of the menu.

Draft

  1. Delete purchase order
    Deletes the purchase order as long as there are no reservations associated with it.
    The action is not reversible.
  2. Duplicate purchase orders
    Makes a duplicate of the purchase with the same products.
    Reference and reservations are not transferred.
  3. Mark as sent
    Change the status to "Sent" without sending out email to provider.
    Perfect if you order in the supplier's own online store / portal, but still want to have the purchase in Mystore.
  4. Import purchases
    Allows you to import products for procurement, from CSV or XLS file.
    Les mer her →
  5. Open in Bulk Change
    Allows you to select item lines (products) that can be sent to Bulk Change to perform changes and updates.
    Les mer her →
  6. Select reservation for move
    Select item lines where you want to move reservations to another purchase order.
    Les mer her →

 

Sent, partially received and received

The Sent, Received, and Partially Received statuses contain multiple selections and therefore have a menu consisting of two columns and a search.

This makes it easier and more straightforward to find what you are looking for.  

  1. Search
    With the search bar, you can easily search for the feature you are looking for.
  2. Edit purchase order
    During editing, you can adjust the quantity of ordered items as well as remove product lines.
    It is not possible to add multiple item lines to a purchase order that has been shipped.
    PS! Not available on "Received" status.
  3. Duplicate purchase orders
    Makes a duplicate of the purchase with the same products.
    Reference and reservations are not transferred.
  4. Delete purchase order
    Deletes the purchase order as long as there are no reservations associated with it.
    The action is not reversible.
  5. View PDF (NOR)
    Shows the purchase's PDF in Norwegian.
  6. View PDF (ENG)
    Displays the purchase's PDF in English.
  7. Download CSV
    Downloading the purchase as CSV
  8. Generate CSV
    This is used if you have made changes to the purchase after the CSV was created. Then a new CSV must be generated to include the changes.
  9. Download XLSX
    Downloading the purchase as .xlsx (Excel file)
  10. Generate XLSX
    This is used if you have made changes to the purchase since the XLSX was created. Then a new XLSX must be generated to include the changes.
  11. Print receipt list
    Receipt list is a printable record of ordered items. Is nice to use if you have your own warehouse employees who want to tick off what they have received.
  12. Mark as received
    If the purchase is "Shipped" or "Partially received" and you know that no more items will be delivered on it, you can mark it as received. The status will then change to "Received", but no changes will be made to inventory.
    PS! Not available on "Received" status.
  13. Open in Bulk Change
    Allows you to select item lines (products) that can be sent to Bulk Change to perform changes and updates.
    Les mer her →

  14. Move reservations
    Move the reservations on selected item lines to another purchase order.
    PS! This option is only visible after selecting one or more product lines.
    Les mer her →

 

 

 


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