Purchase & Sales Orders

Manage purchase orders from vendors and sales orders to customers

Order #	Vendor	Date Created	Total Amount	Status	Expected Delivery	Actions

Order #	Customer	Date Created	Total Amount	Status	Ship Date	Actions

Order Header Information

PO Number

Auto-generate PO number

When enabled, a unique PO number will be created automatically.

PO Date

PO Type

Priority Level

Created By

Vendor Information

Vendor

Vendor Contact Person

Phone

Email

Vendor Address

Tax ID/Business Number

Vendor Status

Payment Terms

Currency

Line Items

Line #	Type	Part Number/SKU	Description	Manufacturer	Quantity	Unit Price	Total Price	Actions

Financial Summary

Total Amount: $0.00

Delivery Information

Company Addresses

Ship To Location

Shipping Method

Freight Terms

Required Delivery Date

Shipping Account

Account Number

Special Instructions

Financial Information

Tax Rate (%)

Shipping Cost

Other Charges

Purchase Order Financial Summary

Line Items Subtotal: $0.00

Shipping Cost: $0.00

Other Charges: $0.00

Pre-Tax Total: $0.00

Tax Amount (8.25%): $0.00

Total Purchase Order Amount: $0.00

Work Order Reference

Link to Work Order

Search Work Orders

Selected Work Order

Aircraft Make

Aircraft Model

Model Variant

Aircraft Serial Number

Aircraft Registration

Compliance

ATA Chapter

Traceability Requirements

Certificate Requirements

Quality Requirements

ITAR/Export Control

Vendor Certifications Required

Sales Order Information

SO Number

Auto-generate SO number

SO Date

SO Type

Quote Expiration Date

Sales Representative

Priority

Customer Information

Customer

Customer ID

Customer Contact

Contact Email

Contact Phone

Customer PO Number

Payment Terms

Billing Address

Work Order Integration

Link to Work Order

Search Work Orders

Selected Work Order

Aircraft Registration

Serial Number

TSN (Time Since New)

TSO (Time Since Overhaul)

CSN (Cycles Since New)

Line Items & Services

Line #	Type	Number/Service Code	Name	Quantity	Unit Price	Markup	Total Price	Actions

Shipping Information

Ship To Address

Shipping Method

Shipping Account

Weight/Dimensions

Account Number

Dangerous Goods

Financial Information

Tax Rate (%)

Shipping Cost

Deposit Required

Balance Due

Compliance & Documentation

Export Control Status

Certificates Required

Test Reports Attached

Warranty Terms

Return/Exchange Policy

Additional Notes

Internal Notes

Customer Notes

Attachments

Click to upload or drag and drop files
PDF, DOC, XLS, JPG, PNG files up to 10MB

Actions available depend on the current status of the sales order. Here's what each icon means:

Available for All Statuses

View Details - Opens detailed order information

Quote Quote Status Actions

Edit Quote - Modify quote details

Convert to Order - Accept quote, make it confirmed order

Download Quote PDF - Generate quote document

Cancel Quote - Cancel quote with reason tracking

Confirmed Confirmed Order Actions

Edit Order - Modify confirmed order

Start Processing - Begin work on order

Download Order PDF - Generate order confirmation

Cancel Order - Cancel with detailed tracking

In Progress In-Progress Actions

Update Progress - Record work progress notes

Ready to Ship - Mark order ready for shipment

Download Work Order - Generate work order with labor details

Ready to Ship Ready-to-Ship Actions

Generate Shipping Label - Create shipping label PDF

Mark as Shipped - Add tracking info and ship

Download Packing List - Generate packing list PDF

Shipped Shipped Order Actions

Track Shipment - Open carrier tracking page

Generate Invoice - Create invoice and mark invoiced

Download Shipping Docs - Export control & shipping documents

Invoiced Invoiced Order Actions

Record Payment - Log payment received

Download Invoice - Generate invoice PDF

Send Payment Reminder - Email/SMS payment reminder

Cancelled Cancelled Order Actions

View Cancellation Details - See cancellation reason & details

Download Cancellation Notice - Generate cancellation PDF