Overview
Once you've created a PO, you can now manage and edit various elements on the POs. The statuses and labels allow you to track various categories for each of your POs.
Article Contents
Update the purchase order status
Statuses help you organize your purchase orders in Settle. On the Purchase orders page, you can filter your view by statuses. Settle currently supports 4 statuses:
Open - A Purchase order that is waiting fulfillment
Closed - A Purchase order that has been fulfilled
Canceled - A Purchase order that will never be fulfilled
Archived - A Purchase order that is outdated-most likely you have uploaded an updated version to Settle
To apply a status to a purchase order, open the purchase order and select a status from the dropdown.
The status will now display on the PO row on the PO page.
Add a purchase order label
Labels allow you to track various attributes or categories by PO. You can use labels for multiple categories and then apply multiple labels to each PO. Examples could include PO stage, workflows, or milestones in your PO process.
Click on 1 or more PO rows from your PO page. Click the Label button from the pop-up window.
If you haven't created labels yet, you'll be able to add new labels with color-coding via the pop-up in the New Label field.
Otherwise, click on any of the available labels to apply 1 or more labels to the PO(s) selected.
These labels will now display on the PO's row on the PO page as well as on the PO itself.
You can also delete any labels when you're on the PO. Click the X next to any of the labels.
