Marking a Purchase Order as Sent

Overview
Record that the PO has been sent to the vendor—useful for tracking tendered vs. pending orders.

Steps

1. In the PO list, click Action → Mark as Sent.

2. The “Delivery Status” dot changes (e.g. from Not Started to Sent).

Tips

• Combine this with automated email notifications (see Article 10).

• Use distinct statuses (“Sent,” “Acknowledged,” “Delivered”) to track lifecycle.

Troubleshooting

• Status not updating? Check your user role has permission to change delivery status under Purchase Settings → Roles & Permissions.

• Wrong status? Edit the PO and choose the correct Delivery Status.