Introduction to Acctivate's Purchase Order Manager

The PO Manager is a management window in Acctivate that allows users to filter and process batches of POs in bulk. PO Manager is a very powerful and versatile tool that can be customized to meet a company's specific needs.

PO manager is a very powerful tool for tracking the status of Purchase Orders and Request for Quotes. PO Manager can allow you to get quick information about a PO as well as perform bulk actions such as bulk receiving! The PO Manager is one of Acctivate's "Manager windows" while allow for bulk filtering and processing of records.  

Our PO Manager has many different uses and we've created articles for learning some useful features of the tool.

For a comprehensive guide about the PO Manager, please check our docs site.

• Basics of Manager Windows:
  
  • Opening a Manager Window automatically on startup.
  • Understanding the interface of Manager Windows.
  • Learning how to use filters in Manager Windows.
  • Creating a custom bar of buttons in Manager Windows.
  • Creating custom buttons within bars to filter down records in Manager Windows.
  • Adding and removing columns within buttons in Manager Windows.
  • Finding the criteria for each Manager button
  • Using filter groups in Manager windows.
  • Bulk adding notes to records in Manager Windows.

• Specific Purchase Order Manager Functions:
  
  • Batch receiving POs using PO Manager
  • Performing Bulk Actions to POs
  • Using PO manager to track POs based on receiving and invoicing.

• Troubleshooting Manager window issues:
  
  • Why Are Manager Quick Filters Not Saving?
  • Troubleshooting Manager window performance issues.