FAQs

Configuration prerequisites:

Before locating your purchase order (PO), check if your company settings are configured to “PO Approval Required.” This setting applies a stricter definition to the status of a PO when it has been approved and sent. Please refer to Step 9 in the "Set Your Company Settings" guide for more details.

Instructions for finding a hidden or archived Purchase Order:

Once a PO has been sent to a supplier and subsequently rejected (e.g., due to inaccuracies in material costs, incorrect products, misspelled contact details, etc.), it may not be deleted.

If the PO was not marked as “Received” (as would normally happen), it may have been “Rejected,” in which case it is archived and hidden from the Purchase Order list view but still available for reference.

If you know the PO’s order number (e.g. PO-1452):

Simply enter the PO's order number in the “Search Order” search box on the Purchase Orders page.

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If you don’t know the PO’s order number:

You can use one of the following methods to locate hidden PO’s:

1. Use the “Settings” option to permanently display archived PO’s.

2. Use the “Advanced” filters for a temporary search override.

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Once you've chosen your preferred option to locate the archived PO, tick the "Rejected" option from the “Status” list, and then click the green “Apply” button.

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After following these steps, you can clone the rejected PO and make the necessary corrections to the cloned version.