How to Create Purchase Order Statuses
Create and edit purchase order statuses to keep track of where your purchase orders are up to in your organisation's process.
In this article:
Creating a Purchase Order Status
Editing a Purchase Order Status
Note: To learn how to change an individual purchase order from one status to another, read How to Manage, Edit, and Receive Purchase Orders.
Creating a Purchase Order Status
To create a new purchase order status, follow these steps:
- From the User Menu Panel, navigate to Settings > Inventory > Purchase Order Statuses.
Click Create.
Name your status, and tick any of the checkboxes that apply to this status:
- Click Create again.
Editing a Purchase Order Status
To edit an existing purchase order status, follow these steps:
From the User Menu Panel, navigate to Settings > Inventory > Purchase Order Statuses.
- Click into the purchase order status you want to edit, then click Update.
- Rename the status and/or tick and untick any of the checkboxes.
- Click Save Changes.
You can also click Set as Default if you would like this to be the status that purchase orders are automatically given once you create them. Note: You can only have one purchase order status set as default.
