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Purchase Order Deliveries

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Written by Ruby Lin

While a Purchase Order outlines the commercial agreement, the physical fulfilment of that order often happens across multiple shipments. The Deliveries tab within a PO's profile acts as a consolidated tracking dashboard, showing you every logistical movement linked to this specific Purchase Order.

A Delivery will automatically populate in this list if this specific Purchase Order was selected in the "Purchase order(s)" dropdown when the Delivery was originally created or edited.

Access Purchase Order Deliveries

  1. Select a Purchase Order: From your main Purchase orders list, click the hyperlinked ID of the specific transaction you want to track.

  2. Navigate to the Tab: In the left-hand navigation bar of the PO details panel, click the Deliveries icon (resembling a delivery truck).

Review the Linked Deliveries

Once you open the Deliveries tab, you will see a centralised list of all the physical shipments attached to this Purchase Order.

From this high-level view, you can quickly scan:

  • ID: The unique tracking number for the delivery.

  • Sent: The date the shipment was dispatched.

  • From & To: The origin and destination locations for the goods.

View Specific Delivery Details

If you need more context about a particular Delivery, you can easily dive into its full profile without losing track of your Purchase Order.

  1. Open the Delivery: Click the blue, hyperlinked ID of the shipment you want to view.

  2. Review the Record: This will instantly jump you to that shipment's dedicated Delivery details panel, where you can verify the exact items on board, check the supply chain route, or review the real-time status.

  3. Return to the PO: When you are finished reviewing the shipment, simply click the green <- Go back button on the left side of the screen. You will be returned exactly where you left off on the Purchase Order's Deliveries list.

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