Looking up orders across projects

Managing multiple projects with different purchase orders can be difficult. Keeping track of what's pending, what’s been delivered, and what needs to be reordered is crucial for efficient operations. This article will guide you through how to get an overview of your global orders in one centralized place.

Project Dashboard - Chau Studios

  1. 1. Click on the menu in the top left of Materio

    Click on the menu in the top left of Materio

  2. 2. Click on "Procurement"

    Click on "Procurement"

  3. 3. To locate the desired PO, you can filter by vendor.

    To locate the desired PO, you can filter by vendor.

  4. 4. Or filter by status

    Or filter by status

  5. 5. Selecting the status that makes sense, like "confirmed"

    Selecting the status that makes sense, like "confirmed"

  6. 6. Search the global order list by order number, SKUs, prices, and even item details

    Search the global order list by order number, SKUs, prices, and even item details

  7. 7. When you need to manage or access the PO, click the arrow icon to open it within a project

    When you need to manage or access the PO, click the arrow icon to open it within a project