You can manage purchase orders in Purchase Order Explorer.

All purchase orders will be displayed in Purchase Order Explorer.

You can filter your purchase orders via the Quick Filter button.

You can filter via the column filters.

You can also filter by vendor and date range in the tree on the left side of Purchase Order Explorer.

You can also export your purchase order list to Excel or PDF.

To edit a purchase order, you can double-click in the Purchase Order Explorer grid or select the purchase order and click the Edit button.

If all items on the purchase order have the same tracking number, enter them on the General tab and click the Assign to all products link.

If you want to add different tracking numbers to some or all items on a purchase order, click the Items tab, select the items, and then click the Update Items button.

This opens a dialog where you can add a tracking number to the selected items.

If you receive a reference number from the vendor, e.g., their internal purchase order number, you can enter it on the General tab.

If you are using the vendor portal and the vendor enters a vendor reference number in the vendor portal, this field will synchronize down automatically.

You can also select multiple purchase orders in Purchase Order Explorer (use Ctrl and/or Shift on your keyboard) and use the Mass Update button to edit multiple purchase orders simultaneously.

Below are the fields available for Mass Update.

You can send a PDF of the Purchase Order report via the Tools tab > Send to Outlook button.

This opens a dialog where you can choose which report(s) to attach to your email.

On the Tools tab, you can lock and unlock purchase orders and reports for the purchase order.

When a purchase order is locked, it can not be edited, and when its reports are locked, no reports can be generated for the purchase order. Locking can be done manually or via Workflow Rules.

When a purchase order or its reports are locked, Purchase Order Explorer displays a lock icon next to it.

You can mark items on purchase orders as "Received" by selecting the purchase order in the grid and clicking the Item Receipt button.

You can also select the purchase order and click the New button in the Item Receipts section at the bottom of Purchase Order Explorer.

This will open the New Item Receipt dialog.

Enter the quantity for each product you receive in the "Receiving Now" field. Use your Tab key to quickly go down the list of items.

If you receive the full quantity of some or all products, you can use the Receive All button or the Receive Selected button.

If you want to enter or scan serial numbers or MAC Addresses, select a product once you have entered a value in the "Receiving Now" field and click the Edit Serial Numbers and MAC Addresses button.

Or you can right-click.

This will open the following dialog, where you can scan or manually enter values in these fields. The number of rows corresponds to the number of items you are receiving. Use your Tab key to move to the next cell.

If you are not entering some fields, click the Disable checkbox above the column.

When done editing the item receipt, you can click Save and Close or run a report for this item receipt.

If you did not receive all items, the purchase order's status will automatically be set to "Partially Received."

As more of the items are received, you can edit the existing item receipts or create a new one. Once every item on the purchase order is received, the purchase order's status will change to "Received."

If you use the SI QuickBooks functionality for purchase orders, you can create QuickBooks item receipts directly from the Receives section of Purchase Order Explorer.

You will get a confirmation.

A checkmark will be displayed in the Exported to QuickBooks column.

The next time you open a project where purchase orders have updated fields associated with them, you will be prompted whether or not you want to update the Order fields.

Check out this article for more details.