List all Purchase Orders

The List all Purchase Orders page lists all the POs created in the past, lets you create new POs, and view, create and delete existing POs.

The following information is displayed for the Area*, Store, Supplier, Status and PO # selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

PO #: The reference number automatically assigned to the PO Purchase Order when it was created.
Supplier: The name of the supplier for whom the PO Purchase Order was created.
Store: The store that the products were ordered for.
Order Date: The date of the order on the PO Purchase Order.
Delivery Date: The date on which the order was/is expected to be delivered.
Order Group: The name of the order group used when creating the PO Purchase Order (All Products indicates that no order group was selected).
Status: Open indicates that the order has not been received as yet (an invoice hasn't been created) , while Closed indicates that an invoice has been created for the PO Purchase Order.

To view the invoice for a closed PO Purchase Order, view the PO Purchase Order and then click on the Invoice # on the Update Purchase Order page.

TO VIEW A PO:

Open the List all Purchase Orders page.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the PO Purchase Order you want to view, if required.
Click on the PO # of the PO Purchase Order that you want to view.
Click on the View PO Details button in the Update Purchase Order window.

TO EDIT A PO:

Only POs with the Status as Open (no invoice linked to it) can be edited.
While you can edit a PO Purchase Order that's already been sent to a supplier, we recommend that you do not (especially if it's been sent electronically to an integrated supplier A supplier who's ordering system has been integrated into CLEARVIEW so that you can send your POs to them electronically and receive e-invoices from them directly in CLEARVIEW.) as that could cause confusion and result in errors in the delivered order. Contact your supplier directly to discuss any changes to a PO Purchase Order that's already been sent.

Open the List all Purchase Orders page.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the PO Purchase Order you want to edit, if required.
Click on the PO # of the PO Purchase Order that you want to edit.
In the Update Purchase Order window:
1. Select the order in which you'd like the items to be displayed in Product Sequencing.
2. Click on the Entry - Order Worksheet, Show All Categories/Sub-Cats button or the name of the category/sub-category that you want to edit.
3. In the Purchase Order Worksheet* or PO Product List* window:
  1. Use the search bar* to add items not set for regular orders if required.
  2. Check the order Quantity for the items and change them as required.
  3. Click on the Update PO button.
  4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
4. Click on the Update button to save changes or the Return to List button to close the page.
The Turn PO into Invoice button is meant to convert the PO Purchase Order into an invoice once the order is received. Click here to learn how.

TO DELETE A PO:

Only POs with the Status as Open (no invoice linked to it) can be deleted.

Open the List all Purchase Orders page.
Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find the PO Purchase Order you want to delete, if required.
Click on the PO # of the PO Purchase Order that you want to delete.
In the Update Purchase Order window:
Click on the Delete button.
Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

If a PO Purchase Order has already been electronically submitted to the supplier, deleting it will not cancel the PO Purchase Order. You will need to contact the supplier directly to cancel the order.

Associated Settings

Supplier Product controls each package size of inventory items as supplied by the vendor.
Supplier Product Bulk Update provides an easy method to quickly update the availability and pricing of multiple supplier products.
Suppliers controls vendor settings for all stores.
Sales Yield Worksheet controls case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. settings for suggested ordering Ordering quantities calculated by Clearview to meet forecasted demand until the next supplier delivery date, without carrying too much inventory..
Inventory Reporting controls whether how negative theoretical on hand figures are displayed.
Satellite Product Mapping controls menu items that can be transferred from one store to another within the organization.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.