• Restore deleted purchase orders

  Restore deleted purchase orders Purchase orders are never actually deleted in the system, and can therefore be restored. This is how you restore a purchase order: Go to Archive and choose "Show deleted purchase orders" at the bottom of the screen. Open the relevant purchase order Select the "Restore" button in the bottom of the screen (as displayed below)Few readers

• Revise purchase orders

  Revise purchase orders Revising purchase orders allows you to change purchase orders that are already sent to the supplier and keep track of the versions that are sent and when. How to revise a purchase order Open a purchase order in the Archive or from My purchases and "Show completed purchase orders". Select "Revise" The purchase order will then receive a revision number behind the originFew readers

• How to reopen a purchase order

  How to reopen a purchase order Note! This feature requires administrator rights  If you mistakingly mark a purchase order as received or invoiced, you can reopen the purchase order, by finding the right purchase order in the archive and press the Reopen button (see below) The purchase order will go back to the status "Sent to supplier" and receipts and invoices can be edited. AlFew readers

• Copy/duplicate purchase orders

  Copy/duplicate purchase orders To make purchasing easier, you can find copy the content from previous purchase orders and then use this as a template for your purchase. Find an easier purchase in the "Archive" or a previous one you have created under "My purchase" --"Completed purchase orders" (link below the list of purchase orders) Open the purchase order and select "Duplicate" (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/f/a77fca2f3f8cd800/imageph54uFew readers

• Create purchase order

  Create purchase order This article explains how to create a purchase order and the main functionality to be aware of. New purchases are created under My purchases --New purchase A new purchase order has status "Draft" until sent for approval when it receives a temporary purchase requisition number. Once approved a purchase order number is allocated. Explanation of the main sections / fFew readers

• Planned purchases (Add on)

  Planned purchases (Add on) Planned purchases let you keep track of all costs on your budget from the planning stage and also provides you an overview of what needs to be ordered and a real-time view of your total budget or Estimate At Completion (EAC) in projects (See illustration below). Used together with the cash flow module, you will have full control over your total cash flow forecast as well. (https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/f/a77fca2f3f8cd800/imagez0pf6fFew readers

• Import supplier items

  Import supplier items If you have price lists from your suppliers, you can import these on the specific supplier to make it easier to when creating new purchases and to ensure your agreed prices are applied. This guide shows you how to import supplier items into CostTracker. Go to "Item list" in the left section and select "Upload items" in the top right corner. Here you can download aFew readers

• Import planned purchases

  Import planned purchases You can import your list of planned purchases (Bill of material) under My purchases --Planned Purchases and select Upload list in the top right corner. Here you can export a template file that you can use for uploading. The file consists of the following fields: Budget code (mandatory)  Category code - this is the budget category code Currency - ifFew readers

• How to use order confirmations

  How to use order confirmations Below you will find a short guide on how to use order confirmations and how the different dates are used in the system. In CostTracker we have three date fields related to a purchase order (PO): Delivery date - This is the delivery date on the PO that is sent to the supplier Confirmed delivery date - This is the date the supplier has confirmed delivery the goods/services Expected delivery date - This can be updated based on the latest available inFew readers