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 Dashboard, Go to the X-PRO section
  • Expand Install.
  • Select Purchase Orders.



  • 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: 08/31/2026

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