How to navigate workflow on a Purchase Order

How to navigate workflow on a Purchase Order


How to accept a Purchase Order

  1. Option 1: Access the PO status through the Sale page

  1. Click "Purchase Orders"

  1. Click the PO number

  1. Click Workflow banner

  1. To review the Workflow status for a PO, select from the dropdown and click "Purchase Order"

  1. Click the appropriate selection to updat the PO

  1. Option 2: Access the PO status through the PO page

  1. Click on the PO number to open the PO record

  1. Click the status dropdown

  1. Select and click the status


    • Related Articles

    • How to Change the Status on a Purchase Order (PO)

      How to Change the Status on a Purchase Order (PO) Navigate to the "PO's" Page Navigate to the PO for which you would like to change the status and click the pencil icon Click on the "Status" Field Select your new status from the dropdown menu The ...

    • How to use the Workflow in Solatech Focus

      Overview: The Workflow in Solatech Focus consists of several statuses for Quotes, Sales, Orders, and Purchase Orders that take the user through the process from start to finish. There are several statuses in each stage of the sale process ...

    • Setting up Split Purchase Orders for Products

      Summary: As a dealer, you may wish to split individual line items from the rest of a Purchase Order (PO). Below are instructions to assist Account Administrators in enabling split POs for individual products. For example, if quoting Norman shades, ...

    • Focus 2.0 Workflow Formulas

      Workflow Sales Formulas, and Purchase Order Formulas can logically control workflow statuses in Focus 2.0 - They have been setup at the Global level, and flow to the Site and Account levels by default. Explanation of the formulas is below. "Purchase ...

    • How to send Purchase Orders to Vendors using Online Order Processing

      Summary This article will describe how to send purchase orders to a vendor in Solatech Focus, using Online Order Processing (OOP). Orders may be sent by a Site Administrator, Account Administrator or a Sales Rep. Instructions From your list of sales, ...