The question this page answers
What is this order, what state is it in, what is still missing before I send it or how much has arrived, and what is the one next move?
What you see
- 1The way back, the order's name and its status badge.
- 2Order total, Lines, Units, Supplier, Supplier reference and Deliver to.
- 3The lifecycle track, Drafted to Delivered, with the one next-move button under it.
One page renders a purchase order or a transfer order. A transfer order has a From warehouse instead of a supplier, carries no unit costs, no value and no minimum, has no supplier updates and no Where it goes, and its way back is Transfer orders.
The head is the back door, the order's name and a badge with its status word. Under it stand the figures: Order total (Priced total when some lines are unpriced), Lines, Units, Unpriced where any line has no cost, then the Supplier, the Supplier reference and Deliver to. A sentence is printed only where the badge cannot say it, such as:
All {n} units booked in, {n} days later than promised.
Completed orders show their completion date and units booked.
Under the head, the lifecycle track: Drafted, Confirmed, Shipped and Delivered, each with its date; the next stop reads Not yet, and Cancelled stands apart with its own date. Shipped carries how many units are booked in. The one next move is a button under the track.
On a drafted order a Needs attention strip names what is still missing, each a door to its fix: Products, Delivery address, Invoice address, Supplier contact, Minimum order value. When the supplier has written in, the strip also carries Supplier updates with its count.
The body is four tabs. Products holds the Lines: Product, Variant, SKU, Unit cost, Ordered, Recommended while the quantity can still move, Delivered and Outstanding once shipped, and Value. An unpriced line reads Unpriced. Delivery holds the Deliveries and, on a purchase order, Where it goes. Terms & payments holds the terms: Commitment on Tightly Pro, Supplier, Contact, Deliver to, Container, Invoice address, Minimum order value, Billed, and Xero when synced. Inbound shipments stand under the tabs.
What to do
- Press the next-stop button under the track, Mark as confirmed, Mark as shipped or Mark as delivered, to move the order on; it states what the move locks first.
- On a drafted purchase order, press Send to attach the order as PDF or CSV and open a mail draft addressed to the supplier's contact; nothing sends by itself.
- Press Add products, while Drafted, to open the catalogue for the supplier.
- Edit Ordered in its cell while Drafted or Confirmed, and Unit cost while Drafted, then Save or Discard.
- Press Plan deliveries to split a drafted order into dated deliveries.
- Once the order has shipped, press Record delivery to open its own page.
- Open Actions for Rename, Download PDF or CSV, Where it goes, Mark as completed, Cancel or Reactivate.
Confirming a purchase order on Tightly Pro opens a drawer that checks the order against its commitments, and needs a seat that may approve buying. A read-only seat reads the page; only a read and write seat presses. Confirm an order explains each step.
Supplier email shows the saved sending status: enter a recipient and optional note, then Review order; Review PDF opens the saved document and Send order submits it. Submitted means provider acceptance, not delivery; Check status checks without resending. Use my mail app opens a draft with a PDF link Tightly cannot confirm was sent. Download PDF and Download CSV remain in Actions; Tightly Lite keeps Download.
Supplier response records agreement separately from sending, captured by source, date and line. Match Current order against the displayed version; an older or unknown version leaves acceptance unresolved. Find line searches long orders; accept unanswered lines together.
Mark as completed asks first:
Once completed, no further deliveries can be recorded.
Cancel asks in a popover:
Cancel {order}? Reactivating later puts it back to Drafted.
Editing the Minimum order value changes that supplier's minimum for every order, and the popover says so. Where it goes opens the Delivery tab at the order's split; on Tightly Pro an order stamped to a commitment opens that commitment's Allocation wall instead. A suggested order offers Approve and Ignore in place of Send and the Actions menu.
When it is empty or failed
This order could not be read.
The read failed; Read it again tries again and Purchase orders goes back. Deliveries says its own read failed with:
Deliveries could not be read.
Otherwise it says which absence it is:
No deliveries planned yet.
Deliveries can be recorded once the supplier marks this order as shipped.
No deliveries recorded yet.
This order was marked delivered without booking in individual shipments.
No deliveries before cancellation.
Only emptied deliveries remain; every line was removed.
Mark as completed asks first:
Once completed, no further deliveries can be recorded.
Cancel asks in a popover:
Cancel {order}? Reactivating later puts it back to Drafted.
Editing the Minimum order value changes that supplier's minimum for every order on it, and the popover says so. A cancel or a reactivation can also meet the server's own sentence, rendered in place:
{order} is synced with Xero and its bill is still open. Void the bill in Xero before cancelling the order.
{order} has a bill posted in QuickBooks. Void the bill in QuickBooks before cancelling the order.
Purchase Orders can't reactivated if Xero connection is enabled.