Purchase Orders

The Purchase Orders section on the PiCortex platform helps manage your purchase orders, including order details and payment management. Learn how to create purchase orders, manage them, and utilize the advanced features for the utmost productivity. Here are some of the things a user can do in the Purchase Orders section:

1. Create Purchase Orders

Users can create new purchase orders by clicking on the "Create Purchase Order" button. They can then select the products they want to order, enter the quantity, and add any additional information, such as shipping address or special instructions.

2. View Purchase Order Information

Users can view all the information they have on a particular purchase order by clicking on the purchase order number in the purchase order list. This will bring up a page with all the purchase order details, including the products ordered, shipping information, and payment status.

3. Edit Purchase Order Information

If a user needs to update any of the information they have on a purchase order, they can do so by clicking on the "Edit" button on the purchase order information page. They can then make any necessary changes and save them.

4. Cancel Purchase Orders

If a user needs to cancel a purchase order, they can do so by clicking on the "Cancel" button on the purchase order information page. They will be prompted to confirm the cancellation before it is processed.

5. View Payment Information

Users can view all the payment information for a purchase order by clicking on the "Payment Information" tab on the purchase order information page. This will show them the payment method used, the amount paid, and the payment status.

6. Process Refunds

If a user needs to process a refund for a purchase order, they can do so by clicking on the "Refund" button on the purchase order information page. They will be prompted to enter the refund amount and reason before the refund is processed.

7. Search for Purchase Orders

Users can search for purchase orders by order number, supplier name, or product name using the search bar at the top of the purchase order list. This makes it easy to find specific purchase orders quickly.

8. Export Purchase Order Data

If a user needs to export their purchase order data for any reason, they can do so by clicking on the "Export" button in the Purchase Orders section. They can choose which fields they want to export, and the data will be downloaded as a CSV file.