Purchase Order Statuses
Jobman allows you to configure Purchase Order Statuses that suit your organisations processes. Using this feature, you can manage the types of purchase orders that can be created and track them by defining their statuses. To access these simply click on 'Settings' from your user menu panel, find and click on 'Inventory' and then you'll see settings for Purchase Order Statuses.
Creating or Updating Purchase Order Statuses
- Access your purchase order status settings as above.
- To add a new status, simply click 'Create'.
- Name your status and click the checkbox that applies to your status - if any.
- Finalise by clicking 'Create'.
- To edit an existing status, click into the status you want to change.
- Make any changes required (name or tick/untick checkboxes).
- Finalise by clicking 'Save Changes'.
- Click in to any status and click the 'Set as Default' to change this.
Please note: only one status can be set as the default, this will be the status that every purchase order defaults to upon creation. For example you may have your default as 'created'.
Updating a Purchase Order Status
To learn more about updating the status of a purchase order see 'Managing your Purchase Orders'.