Purchase Order

Table of Contents

• What is a Purchase Order
• How to create a Purchase Order 
• Purchase Order Process Flow in CartonCloud 
• Purchase Order List View 

What is a Purchase Order 

For a stock to come into your Warehouse, a Purchase Order must be created.

How to create a Purchase Order 

The below pages outline how to create a Purchase Order and how to navigate the Purchase Order page within CartonCloud.

• Add a Purchase Order
• View Purchase Order
• Import Stock

Purchase Order Process Flow in CartonCloud

The below process flow outlines the different statuses a Purchase Order moves through in CartonCloud. 


 

• Draft: The Purchase Order has been created but is not yet approved. This status is only applicable for orders that have been manually added to CartonCloud. To progress to the next status of Not yet Received the Purchase Order must be approved and this can be done manually within the Purchase Order. 
• Not yet received: The Purchase Order has been approved but is yet to arrive at the Warehouse. 
• Received: The Purchase Order has arrived at the Warehouse but has not yet been put away to a Warehouse Location or checked off. To move to the next status of Verified, you must click Verify Purchase Order Products.
• Verified: The Purchase Order quantity and warehouse location have been verified. 
• Allocated: The Purchase Order is now at its assigned warehouse location, and storage will begin on the Purchase Order. 

Purchase Orders List View

From the Purchase Orders page, you can view a list of Purchase Orders. This list can be filtered, and the columns displayed on the list can be customised. 

To filter the list:

• Select the Filter tab. 
• Select the filters you wish to apply - Customer, Product, Status, Adjustment, Is Invoiced and Date Added.

To update the columns displayed on the list: 

• Select the cog gear icon in the top right.

• Tick the columns you wish to display and click Save.