Additional customised Purchase Order Statuses can be added to your System Settings to assist you with tracking and managing your Purchases.

Unleashed offers the following fixed Purchase Order Statuses:

• Unapproved
• Parked
• Placed
• Costed
• Receipted
• Completed
• Deleted

You can create up to 10 custom purchase order statuses to streamline your operation and to save you time by being able to focus on a particular status.

Note:  Custom purchase orders statuses are an extension of the PLACED status.

Role Permission

To add and update Purchase Order Statuses, enable the permission for the User's role. 

Adding a Purchase Order Status

1. Go to  Settings | System | Purchase Order Statuses
2. In the Custom Statuses Name field, type a name for your status (up to 15 characters)
3. Choose a Color to represent your status
4. Click Add.

Editing a Purchase Order Status

1. Go to  Settings | System | Purchase Order Statuses
2. Click in the Name to update the text
3. Click the Color to change it
4. Obsolete a Custom Status if you no longer want it available for selection on a Purchase Order (note:  these statuses will still show in this list, but will not be available for use elsewhere)
5. Delete a Custom Status if it is not used by any Purchase Order (note:  you will not be able to delete a custom status if it is assigned to a Purchase Order)

Using a Custom Purchase Order Status

All non-obsoleted custom purchase order statuses will be available for use on a Purchase Order, as per fixed statuses, via the "Save" button:

A purchase order can transition freely between all the custom purchase order statuses until the order is Receipted.