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Purchase Orders

Purchase orders record the procurement a device arrived on, such as the PO number, the vendor, the order date, and the total. Assigning a purchase order to a device lets you reconcile your device inventory against what you actually bought, and tie a device back to the order and funding source that paid for it.

Managing Purchase Orders​

Go to Settings → Purchase Orders.

From here you can:

  • Add a purchase order with its number and, optionally, the vendor, status, order date, total, and funding source.
  • Edit a purchase order to update any of its details.
  • Deactivate a purchase order you no longer need to offer.

Adding or editing a purchase order​

Select Add Purchase Order (or Edit on an existing one) and complete the form:

  • PO Number (required): your purchase order reference. Each one is unique.
  • Vendor: the supplier the order was placed with. Optional.
  • Status: where the order is in its lifecycle, for example Open, Partial, Received, Closed, or Cancelled. Pick one of the suggestions or type your own.
  • Order Date: the date the order was placed. Optional.
  • Total Amount: the order total. Optional.
  • Funding Source: the funding source this order was purchased against, so a device inherits both the order and the money behind it. Optional.
  • External ID: an identifier for this order in your finance or accounting system. Optional.
  • Description: a note for your team about the order. Optional.

Deactivating a purchase order​

When an order is no longer needed, Deactivate it rather than removing it. Deactivating keeps the order on every device already assigned to it, so your historical records stay intact, but hides it from the picker so no one assigns it to new devices. You can reactivate it at any time.

Assigning a Purchase Order to a Device​

Open a device and choose Edit. Pick the purchase order this device came in on and save. The purchase order then appears on the device's profile.

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