Articles on: X-Pro

How to Update the Stages of a Purchase Order in X-PRO

Overview

This article explains how to update the stage of a Purchase Order (PO) in X-PRO. Updating the PO stage helps you track order progress, maintain accurate project records, and ensure proper workflow management from creation to completion.

Steps to Update the Stage of a Purchase Order

From the main dashboard, navigate to X-Pro and click on the Purchase Order option.

Click on the Purchase Order to open its details page.

Depending on your workflow configuration, common stages may include:

Draft
Ordered
Partially Received
Delivered

Once you send the Purchase Order to the vendor, the stage will automatically update to Ordered; alternatively, you can manually update the stage using the drag-and-drop option.

Notes: Ensure you have the required user permissions to edit or update Purchase Orders. Once a Purchase Order is marked as Closed, further edits may be restricted.

Updated on: 02/26/2026

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