Last updated on September 5th, 2023
To view all your purchase orders in the one spot, simply navigate to the Reports > Purchase Orders page:
The numbered items in the image above are described below:
For purchase orders that were raised to meet the requirements of jobs, you can also access these purchase orders from the job purchasing page.
Refer to the Job Actions section on how to navigate to the job purchasing page:
Some of the purchase order actions can be executed directly from this page including:
To edit a purchase orders, simply click on the row in the list ( Reports > Purchase Orders) and it will open the order edit page.
You can make the necessary changes, save and exit. The PDF for the purchase order will be regenerated with the new information and Xero will be updated. Note, if the order has already been sent, you will need to send it again as the status of the order will not be put back to not sent.
You can view any changes already made to the PO by opening the edit page again and clicking on the Edit History button at the top of the page:
To email the purchase order to your supplier, navigate to the Reports > Purchase Orders page and simply click on the “Email PO” button at the top of the page. Choose the PO number from the prompt and you’ll be presented with the following modal:
Once you have emailed the Purchase Order, it will no longer show in the “Not Sent” filter, and the status of the purchase order in Xero will also be updated to be “Sent”.