Question 1

Which 5 statuses does the Purchase Order Tracker support?

Accepted Answer

Every order is tracked under one of five statuses: Pending, Approved, Shipped, Delivered, or Cancelled. As you update an order's status, the total value summary and overdue alerts recalculate accordingly.

Question 2

When does the overdue alert trigger?

Accepted Answer

The tool flags an order as overdue when its expected delivery date has passed but its status is still not Delivered or Cancelled. This helps you quickly spot supplier orders that are stuck in progress.

Question 3

What does the total value summary show?

Accepted Answer

The summary adds up the monetary value of the orders you've entered into a single figure. Combined with the status filter, you can see the total value of just your Shipped or Pending orders, for example.

Question 4

How do I use the status filter?

Accepted Answer

Selecting a single status in the filter narrows the list to only orders with that status. It's a fast way to isolate, say, only Approved orders when you're managing a long list.

Question 5

Can I change an order's status later?

Accepted Answer

Yes, once an order is added you can update its status anytime, such as moving it from Approved to Shipped. Changing the status automatically refreshes the overdue alerts and the value summary.

Question 6

What information should I enter for each order?

Accepted Answer

For each order you provide details like the supplier/order reference, amount, status, and expected delivery date. Entering an accurate expected delivery date is key for the overdue alerts to work correctly.

Question 7

Are cancelled orders included in the total value summary?

Accepted Answer

To keep cancelled orders out of your totals, use the status filter to view any status except Cancelled before reading the summary. This gives you a clean total for orders still in the active pipeline.

Question 8

Does this tool replace accounting or official records?

Accepted Answer

No, it offers a practical operational overview, and the figures shown are for informational purposes only. For official accounting, invoicing, and tax records, consult your accountant and the applicable regulations.

Order Tracker

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