This article is part of Purchase Orders and covers purchase orders in the R365 App.

Users can create, edit, review, and submit purchase orders from within the R365 App. This allows users to create purchase orders from anywhere in the restaurant using their mobile device. 

This article includes the following topics:

• Security
• Navigation
• Orders List
• Order Entry
• Order Statuses
• Creating a Purchase Order

Security

The permissions listed here are associated with Purchase Orders These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here

Purchase Order permissions are found in the permission tree as follows:

• Food

  • Purchasing

    • Purchase Order Templates

      • View Purchase Order Templates

    • Purchase Orders

      • View Purchase Orders

      • Send/Submit Purchase Orders

      • Edit Purchase Orders

      • Create Purchase Orders

      • Delete Purchase Orders

    • Shopping Lists

      • View Shopping Lists

      • Use Shopping Lists

The Permission Access report can be used to determine which user roles or users already have these permissions assigned.

Learn more about user setup and security here.

Navigation

The Orders screen can be found by tapping Orders from under Food in the mobile navigation menu.

Orders List

		Field	Description
		Single-Vendor	The list of all single-vendor purchase orders.
		Multi-Vendor	The list of all in-progress multi-vendor purchase orders. Note: Once a multi-vendor order is submitted, the individual purchase orders will appear on the single-vendor orders list.
		Search	Searches and sorts the list of purchase orders by the keywords typed.
		Filter	Opens filter options for the purchase order list. Users can filter the list to sort the list as selected.
		Quick Filters	Filters the list to only contain the filters that match the quick filter's criteria.
		Order Entry	An individual purchase order entry. Tapping on an entry will open the purchase order details screen.
		+Create Order	Creates a new purchase order entry.

Order Entry

Each order entry on the list of orders shows information about the order. 

	Field	Description
	Purchase Order Number	The identifying purchase order number or name given to the purchase order. Note: On a multi-vendor order entry, this will show the Location placing the order.
	Vendor	The name of the vendor that the order is for.
	Date	The purchase order's order date.
	Total	The total cost of the items on the order.
	Number of Items	The number of different items on the purchase order.
	Status	The status of the purchase order.

Order Statuses

	When marked In Progress, the purchase order is editable and not submitted.
	When marked  Submitted, the purchase order has been reviewed and submitted as an email to the vendor email on file. Note: Submitted purchase orders are not editable unless
	When marked Invoiced, the purchase order has been completed and invoiced.

Creating a Purchase Order

Users can create a purchase order from either of the single-vendor or multi-vendor purchase order list. To learn more about creating a purchase order int he R365 App, click here.