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How To Manage Purchase Orders in Albi?

Before sending a Purchase Order, you can preview the document, edit and send for sigantures

 

From the Purchase Order summary view, you can see:

  • Purchase Order type
  • Status
  • Budgeted Cost
  • Total Cost
  • Budgeted Margin (Budgeted Percentage)
  • Assigned To
  • Description (if added)
  • Estimated Start Date
  • Estimated Completion Date
  • Actual Start Date
  • Actual Completion Date

Note: Date fields appear only if they have been filled in.

You can also access:

  • Preview



  • View



  • Send for Signature

To learn more about the Signature Editor, click here and scroll down to the “Signature Editor” section.



  • Actions menu (Edit, Delete, Signature Details)