In this article, you will learn how to set/add dates for specific phases/status of purchase orders. The Purchase Order Tracker screen displays the columns below giving you a brief overview of the product’s status.

  • Ordered Date

  • Estimated Shipping Date

  • Shipped Date

  • Received Date

  • Delivery Date

  • Installation Date

The same screen enables you to specify/update the dates for the appropriate statuses. It is worth noting that the selected date can be applied to a single product or apply it to all the products within the selected purchase order.

Specifying/Updating the Ordered Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Ordered column to enable a calendar.

5. Select the ordered date on the calendar. If you want to apply the date to all ordered products in this purchase order, click the Apply date to ALL ‘Ordered’ in this PO checkbox.

If you want to add notes in the Ordered column for this product, click the product’s Ordered column, and enter the notes in the Add a note… section.

Specifying/Updating the Estimated Shipping Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Est. Ship Date column to enable a calendar.

5. Select the estimated shipping date on the calendar. If you want to apply the date to all products in this purchase order, click the Apply date to ALL ‘Est. Ship Date’ in this PO checkbox.

If you want to add notes in the Est. Ship Date column for this product, click the product’s Est. Ship Date column, and enter the notes in the Add a note… section.

Specifying /Updating the Shipped Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Shipped column to enable a calendar.

5. Select the shipped date on the calendar. If you want to apply the date to all products in this purchase order, click the Apply date to ALL ‘Shipped’ in this PO checkbox.

If you want to add notes in the Shipped column for this product, click the product’s Shipped column, and enter the notes in the Add a note… section.

Specifying/Updating the Received Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Received column to enable a calendar.

5. Select the received date on the calendar. If you want to apply the date to all products in this purchase order, click the Apply date to ALL ‘Received’ in this PO checkbox.

If you want to add notes in the Received column for this product, click the product’s Received column, and enter the notes in the Add a note… section.

Specifying/Updating the Delivery Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Delivery column to enable a calendar.

5. Select the delivery date on the calendar. If you want to apply the date to all products in this purchase order, click the Apply date to ALL ‘Delivery’ in this PO checkbox.

If you want to add notes in the Delivery column for this product, click the product’s Delivery column, and enter the notes in the Add a note… section.

Specifying/Updating the Installation Date

1. On the Menu, click Projects and select the project where the purchase order is saved.

2. Click the TRACKER tab to access the Purchase Order Tracker page.

3. Use the Find a product... search bar to narrow your search. You can also click the + icon beside the Vendor Name to view the products under this vendor.

4. Find the product that you want to update and click the Calendar field under the Install column to enable a calendar.

5. Select the installation date on the calendar. If you want to apply the date to all products in this purchase order, click the Apply date to ALL ‘Install’ in this PO checkbox.

If you want to add notes in the Install column for this product, click the product’s Install column, and enter the notes in the Add a note… section.

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