Once a PO has been submitted, you can track and update its status directly from the Purchase Orders board.
Updating PO status
Submitted POs appear in the Sent column.
To move a PO forward, either:
Drag and drop the PO card to a new column, or
Click the three-dot menu on the card and select Mark as Received
Marking a PO as Received triggers the reconciliation step.
Reconciling a PO
Once a PO is marked as Received, a PO Reconciliation button will appear.
Click it and choose where the received materials will be added:
A stock location (warehouse or truck)
A job
What is reconciliation? It's the step where received materials are officially added to your inventory. It confirms that items were delivered and counts them toward your existing stock.
Once reconciliation is complete, the PO process is finished.
Still need help? Contact Support!