Unit Purchase Order (PO) Statuses are used on unit purchase orders to allow you to see their progress at a glance. These statuses can also update the unit status automatically.
- Open the Unit Inventory module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Unit PO Statuses option. This will open the add / modify unit PO statuses window.
- Click the Add External Status button in the lower left of the window. This will add a new blank row.
- Add the name of the new unit purchase order status in the description field.
- Click the Choose Color button to open a color selector. From here, you can choose a pre-defined color or add a custom color.
- Click OK to save the color selection and return to the statuses list.
- Set the internal status that will correspond to the new status. Internal statuses are preset and cannot be changed.
- Choose the status for the units that are on purchase orders with corresponding unit PO types.
- Enter the order that you wish the status to show into the Position column. Higher numbers will show at the bottom of the list. If multiple statuses are set to the same position number, they will show alphabetically.
- If you are done adding options, click the OK button to save and exit. If you need to add another option, click the Add External Status button in the lower left of the window again to add a new, blank row.