Review your Order
Quick Answer: Open a purchase order to review line items, add tracking numbers, landed costs, and send it to your supplier. To update multiple POs at once, use the checkboxes on the Orders page and click Update Status or Update Warehouse.
Time Required: 2–5 minutes
Each purchase order has two tabs: Internal Details and Order Details. Use Internal Details to track logistics, costs, documents, and team communication. Use Order Details to review and edit the order itself.
Internal Details Tab
The Internal Details tab is your operational hub for a purchase order. It contains five sections: Order Management, Landed Cost, Documents, Tasks, and Activity.
Order Management
The Order Management section lets you record shipment tracking information for the order:
Tracking Number (optional) — Enter the carrier tracking number once the supplier ships the order. This keeps your team updated on where the shipment is.
Container Number (optional) — If your goods are shipping in a freight container, record the container number here for reference.
Landed Cost
Landed cost captures the true total cost of receiving an order beyond the product price itself. Enter the following cost fields:
Freight — Transportation and shipping fees
Warehouse — Any warehousing or storage fees associated with the order
Processing — Handling, customs, or administrative fees
As you enter each cost, they automatically sum to a Landed Cost Total line. The grey summary box at the top of the section reflects the updated total.
Currency is based on the purchase order's supplier currency. To change your master currency, click the highlighted settings option and select from the dropdown.
Documents
Upload files related to this purchase order directly to the order record. Supported file types include CSV, PDF, and Excel. Common documents to attach:
Invoices
Proforma invoices
Tracking or shipping confirmations
Any other order-related paperwork
This keeps everything in one place so your team can access order documentation without hunting through email.
Tasks
The Tasks section is an internal checklist for tracking what needs to happen with this order. Click Add a Task to create a new item — press Enter to save it.
Use tasks to build a simple order workflow, for example:
Tasks are flexible — add whatever steps match your internal process. Check off each task as it's completed to keep the order moving forward.
Activity
The Activity section is a running comment feed for your team. Use it to log updates, flag issues, or leave reminders about the order. Examples:
"Shipment will arrive early — notify the warehouse team."
"Order is running late due to port delays. Expected new delivery date: next Friday."
"Supplier confirmed payment received."
Leave a comment by typing in the field and submitting. The feed is timestamped so your team has a clear record of what happened and when.
Order Details Tab
The Order Details tab shows a full summary of the purchase order as it was created — line items, quantities, prices, supplier, and PO metadata.
Review Your Order
Use this tab to confirm everything looks correct before sending the order to your supplier. You can see all items added to the PO, their quantities, and the order totals.
Edit Your Order
If you need to make changes, click the Edit Order button near the top of the page. This reopens the order for editing and lets you:
Add new order items
Edit existing order items (quantities, prices)
Update PO details:
PO # — Your internal purchase order number or reference
Order Date — The date the order was placed
Supplier — The supplier fulfilling the order
Supplier Currency — The currency used for this order
Memo — A note that ships with the PO, including on the exported PDF
Look for the help icons next to each field — hover them for a quick explanation of what the field does.
Send Order to Supplier
Once you've reviewed and finalized the order, click Send order to open the email dialog. Enter the supplier's email address and click Send.
Send to multiple recipients by separating email addresses with commas.
Click the arrow beside the Send order button for more options: Email, Export to PDF, or Export to CSV.
Archive an Order
On the Orders page, click the three-dot menu at the end of any row and select "Archive".
Understanding Order Status Columns
The Orders list page displays two status columns to help you track both the administrative state and delivery progress of your purchase orders:
PO Status
The PO Status column shows the administrative state of your purchase order:
Draft
Order is being prepared and not yet finalized
Placed
Order has been sent to the supplier
Delivered
Order has been received into your warehouse
Archived
Order is closed and no longer active
PO Status can be updated manually or synced automatically from integrations (NetSuite, Unleashed, etc.) if you're importing purchase orders from those systems.
Shipment Status
The Shipment Status column automatically tracks delivery progress based on your delivery date and current PO status:
On Track (blue)
Active order with a future delivery date
Overdue (red)
Delivery date has passed and order is not yet delivered
Delivered (green)
Order has been received (PO Status is "Delivered")
(no badge)
Draft or archived orders
Shipment Status updates automatically—you don't need to manually set it. It helps you quickly identify orders that need attention, especially overdue shipments.
Quick Scan: Look for red "Overdue" badges to immediately spot orders that need follow-up with your supplier.
Bulk Order Management
Instead of updating orders one at a time, you can select multiple purchase orders from the Orders list page and update their status or delivery warehouse in a single action.
Select Orders for Bulk Update
On the Orders page, check the square checkbox in the far-left column of any row to select that PO. You can select as many orders as needed. Once at least one order is selected, two action buttons appear at the bottom of the page:
Update Status
Update Warehouse
Bulk Update PO Status
Click Update Status to change the status of all selected orders at once. Choose from:
Draft
Order is being prepared and not yet finalized
Placed
Order has been sent to the supplier
Delivered
Order has been received into your warehouse
Archived
Order is closed and no longer active
Use bulk status updates when you receive a shipment covering multiple POs, or when moving several draft orders to placed after a buying session.
Bulk Update Delivery Warehouse
Click Update Warehouse to set or change the delivery warehouse for all selected orders at once. The dropdown will show the warehouses you have created in Moselle. This is useful when reassigning a batch of orders to a different fulfillment location.
Time Saver: Bulk updates let you manage your entire order pipeline in seconds — no need to open each PO individually.
Related Guides
Create an OrderReceive a Purchase OrderLast updated