Vendor Po Status Dashboard

Vendor PO Status Dashboard

In this article we will go over how to use the Vendor PO Status widget on the Dashboard

Adding the Vendor PO Status widget to your Dashboard

• The first step you’ll need to do in this process is to actually add the Vendor PO Status widget to your dashboard. Do this by hitting the “customize” button in the top right corner of your dashboard.

  

• From that customize button you’ll then click on “Add utility widget” > “Vendor PO Status”. To add this to your dashboard.

  

• Once it’s added to your dashboard you can go ahead and position it to your liking.

Using the Vendor PO Status Dashboard

• Now that you have your widget added you’ll notice it’ll start to list all of your Purchase Orders

  • The Vendor PO Status widget is best used when it’s expanded out wide so you can see all information.

Vendor PO Status Dashboard

• The Vendor PO Status widget lists all your Purchase Orders.

• Upon selecting the link to the Purchase Order, a pop-up screen will appear to show a quick view of the Purchase Order.

• Each line highlights in orange as you have selected the link.

Using Vendor PO Status Dashboard

• At the header you are able to hyperlink to the entire Purchase Order.

• It will open as a tab as is normally displayed.

• Click on the Dashboard tab to return to the Order popup window..

• Bottom Right - Close the popup window to return to the Dashboard.

Columns

The columns available in the Vendor PO Status Queue are as follows:

PO Number

Vendor name

Order Date

Order Grand Total

Order Completed

Complete Date

Warehouse

Shipto Name

Filtering and Sorting

The arrows up and down allow for sorting of columns

Click to sort ascending

Click to sort descending

Click to cancel sorting

The magnifying glass allows for filtering of columns.

Click on magnifying glass to type in the item searching for.

Click on reset to reset filter and click on search again.