Finding and Managing Existing Orders

Whether you have started, sent, received or archived an order, you can find it in the app if you know where to look (and we'll show you now)...


Active vs Archived Orders

The Enhanced PO app categorizes POs into two main folders: Active and Archived.

Active orders are orders that you're still managing (are being built or haven't been completely received yet) and include orders that are in the Draft, Sent, Queued to Send, Sending, or Receiving status. You can find active orders broken down into more specific categories under the "Active Orders" navigation link.

To keep your active orders list cleaner, the Enhanced PO keeps archived orders in a separate area. Archived orders are any orders that you have actively archived (i.e. clicked the "Archive" button when the order is in Draft status to remove it from the active area) or any orders that have been fully received or sent and received through retail. You can locate arhcived Draft orders, Received and Received through Retail order under the "Archived Orders" navigation link.

Finding Purchase Orders By Status

To locate an order, you first need to know if it's active or archived. If an order has been a) fully received, b) sent with buyer assigned to it that is set to "Receive through Retail", or c) actively archived (a user remove the order from the Active>>Draft list by clicking the archive button), then the order will be under the Archived Orders link. Otherwise, you'll find the order within the Active Orders area.

Active Orders

If looking for an Active Order, click the Active Orders link, then select the status that you believe the order to be under:

  • Draft
    If the order has yet to be sent, it should be under Drafts. This where active orders live while they're being built.

  • Queued to Send
    If an order has been "Sent to Queue", it will show in the Queued to Send list and will remain there until the app processes the queue to send the order.

  • Sending / Failed to Send
    If an order is in the act of being sent or has failed to send due to error, it will show in this list.

    See info below under "Handling Order Errors" for how to deal with failed to send orders.

  • Sent / Receiving
    Once an order has been successfully sent or once you start receiving (but haven't completely received) an order, it will show here.

  • Importing / Failed to Import

    If an order is in the act of being imported or failed to import due to error, you can find it here.

    See info below under "Handling Order Errors" for how to deal with failed to import orders.

Archived Orders

If looking for an Archived Order, click the Archived Orders link, then select the status that you believe the order to be under:

  • Draft
    If the order was archived from the Active>>Draft list, you'll find it here.

    Want to move an archived order back to active? Simply click the "Undo Archive" button.

  • Received / Completed
    Once an order has been fully received or marked as completed (checked-in and finished in Retail), it will be stored here.

Handling Order Errors

Failed to Send

If an order has failed to send, locate it under Active Orders>>Sending / Failed to Send and click on the status label "Failed to Send". This will produce a tooltip showing why the order failed to send.

At this point, if you feel the error has been addressed (e.g. order failed to send because the SMTP credentials were incorrect, you've since fixed the SMTP issue), you can click "Resend" and the app will attempt to send the order again.

If you need to modify the order to fix the error that is causing the order to fail to send, you can click "Move to Draft" to take the order back to the Draft list from which you can edit it as needed. Once you've made any needed modifications, you can send the order again.

Failed to Import

If an order has failed to import, you can find it under the Active Orders>>Importing / Failed to Import.