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How to: Close a purchase order

Created:   |   Updated:

Once you have received all stock from a supplier, close the purchase order in ShippingEasy to ensure that your inventory records are up to date.

To close a Purchase Order:

Access your Purchase Orders by one of two ways - from the INVENTORY dashboard or the navigation menu:

From the INVENTORY dashboard
Click the INVENTORY tab and select INVENTORY DASHBOARD on the blue navigation menu. The select View All PO's link from the right-hand side.
inventory_dropdown_inventory_dashboard.png
view_all_POs.png
From the navigation bar:
Click the INVENTORY tab on the blue navigation menu and select PURCHASE ORDERS from the drop down menu.
inventory_purchase_order_dropdown.png

On the details page for a specific Purchase Order:

  1. From the PURCHASE ORDERS overview page, locate the Purchase Order you wish to edit and click on the PO ID. 



  2. On the Purchase Order detail page, expand the Actions menu and select Close PO.  
    actions_close_PO.png
  3. A dialog box will appear asking you to confirm that you want to close the PO and that the action cannot be undone. Click OK.
    confirm_closing_POs.PNG
  4. The PO will now appear closed on the Purchase Order page.
    PO_closed_product_page.PNG

 


Related articles:

How to: Display pack quantity on Purchase Orders
How to: Export a Purchase Order
How to: Receive stock on a Purchase Order
Inventory Management FAQs

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