This article outlines a clear, step-by-step process to ‘search’ for a Purchase Order on Sync.

 

PURPOSE

This function enables users to locate and view existing Purchase Orders (POs) in Sync. You may need to search for a PO to view its details, print the PO report, track its status, or make edits (if permitted).


KEY BENEFITS

  • Quick Access to PO Records: Easily locate any purchase order using filters and search criteria.
  • Supports Workflow Actions: View, edit, print, or track POs from one central location.
  • Filter Flexibility: Search by PO number, vendor, or due date

 

FOLLOW STEPS BELOW:

 

1. From the Sync Homepage, Click on 'Search'

2. Select 'Purchase Orders'

3. Apply relevant filters and capture a search criteria e.g. PO#

4. Click ‘Search'

5. Click ‘Select’

6. Click ‘Close’ 

 

ADDITIONAL NOTES

Use broad or detailed filters depending on how specific your search needs to be and ensure you have the necessary permissions if your next action involves editing, printing, or changing the PO status.