Purchase Order

Found in: Planning > Purchase Order

• Navigation
• Create a New Purchase Order
  • Add New Product
• Manage Purchase Orders
• Edit or Delete a Purchase Order

The Purchase Orders module helps manage the procurement process by creating, tracking, and updating purchase orders (POs) within the system.

Each purchase order represents a formal request for products or materials from suppliers and ensures that all purchasing details, such as supplier, ETA, product type, and order status, are accurately recorded and traceable.

Let’s get started 🚀

Navigation

Step 1: Log in to your SynControl account using your administrator credentials and click on: Planning → Purchase Orders.

Step 2: The system will display a list of all existing purchase orders, each showing essential details such as:

Ref	Field	Description
1	Photo	Displays a thumbnail or icon related to the product (if available).
2	PO No	The unique purchase order number assigned to the order.
3	Products	Lists the associated product(s) linked to the purchase order.
4	Supplier	The supplier or vendor responsible for fulfilling the order.
5	Status	Indicates the current stage of the order (e.g., New, Uploaded, Accepted).
6	ETA (Estimated Time of Arrival)	The expected delivery date for the order.
7	ETD (Estimated Time of Departure)	The scheduled date of shipment or dispatch.

You can search, filter, and sort the list by supplier, product, or PO number to locate specific purchase orders efficiently.

Create a New Purchase Order

When new items or materials need to be ordered, a new purchase order can be created directly from the system.

Step 1: From the Purchase Orders page, click Create Purchase Order at the top-right corner of the screen.

Step 2: The New Purchase Order form will appear. Fill in the following fields:

Ref	Field	Description
1	PO No	Enter a unique purchase order number to identify the order. (Required)
2	Supplier	Select the supplier or vendor from the dropdown list. (Required)
3	Client	Choose the client linked to this order. (Required)
4	ETA	Enter the expected delivery date for the products.
5	ETD	Enter the estimated shipping or dispatch date (if applicable).
6	Status	Select the order’s current state from the dropdown options: - New - Pending for upload - Uploaded - Accepted - Rejected - Archived
7	Notes	Add any internal comments or instructions regarding the purchase order.

Add New Product

Once the main purchase order details are filled out, you can add the products associated with the order.

For more information on products, refer to the documentation on “Products”

Once all products have been added and verified, click Save to finalize the purchase order.

Manage Purchase Orders

The Purchase Order List allows you to efficiently view, track, and manage all existing purchase orders.

1. Search Bar: Use keywords or PO numbers to locate a specific order.
2. Deleted Filter: Toggle between visible and hidden deleted records.
3. Clear Filters: Reset the view to display all records.
4. Edit Mode: Allows quick inline editing of PO details directly in the list.
5. Embed / Layouts: Adjust the list layout or embed order views into dashboards.

Edit or Delete a Purchase Order

If a purchase order requires modification (for example, updating ETA, supplier, or product details), you can do so directly.

To Edit

From the Purchase Order List, click on the PO entry you wish to modify, update the necessary fields on the Purchase Order Details page, and click Save to apply the changes.

To Delete

Open the purchase order you wish to remove, click Delete at the bottom-right corner, and confirm when prompted.

⚠️ Deleting a purchase order is permanent. Ensure it is not in active use before deletion.