Stockroom saves your work on the Purchase Order (PO) automatically as you add or remove items. This allows you to freely navigate to other areas in Stockroom without worrying about losing any progress on your Purchase Order.
If needed, you can also print the Purchase Order (PO) using the 3-dot menu in the upper right hand corner and selecting Print.
Additionally, you can search for any products within the Purchase Order (PO) by using the magnify glass in the upper right hand corner.
On the main page of Purchase Orders (PO) you will be able to see every draft, receiving, partially received, and received Purchase Order that has been placed.
From this screen can to do the following:
Delete: Use the 3-dot menu to the right of the purchase order line to remove it. Once receiving begins Purchase Orders cannot be deleted.
Search (magnify glass): Search by Purchase Order number, supplier, and status.
Sort: Each column can be sorted by ascending or descending order by clicking on the arrow or using the 3-dot menu to the right of the column label.
Pin: Using the 3-dot menu, a column can be pinned to the right or left of the other columns.
Filter: Allows you to narrow down further by Purchase Order number, supplier, shipment date, status, and total.
Each column allows for filtering by different operation values. For instance, if you select supplier as the column you will get the operation values of “is”, “is not,” and “is any of.” Whereas if you select purchase order as a column you will have the following operation values to select from:
Contains
Equals
Starts with
Ends with
Is empty
Is not empty
Is any of
You have the ability to add multiple filters at once by selecting “+ Add a filter” and then selecting “And” or “Or” to enhance the filter.
Selecting “Remove all” clears the current filters.
Hide column: To undo select manage columns and toggle on the hidden column selected.
Manage columns: which columns should appear on the screen. Can choose to toggle columns on screen to active or hidden.
Note: actions is the 3-dot menu where you can delete a PO.
Download as a CSV: Located in the 3-dot menu to the right of the search bar.