The job of this console
Find a contract, open details, understand links to bids and projects. Create POs through the allowed intake (including imports), not by opening a project first.
Sales · Purchase Orders
Purchase Orders
Purchase order list representing contracts that may link to bids and spawn delivery projects.
Contract register with delivery funnel and 11 summary chart panels.
Contracts
The purchase order that may spawn delivery
Purchase orders is the contract list — POs that may link to bids and spawn delivery projects. In Tracopus, purchase contract means this PurchaseOrder register.
Finance → Purchase orders
Route
/finance/purchaseorders
Finance Manager · Admin
Seat at the table
Finance administrators. PMs consume the project after spawn. Employees do not maintain POs.
The working rhythm
Filter the list, open a PO, confirm bid and project links, only then expect delivery screens to light up.
Moments that bring you here
Won bid conversion. Salesforce import. A project with a missing parent PO. Revenue questions that should start here, not on a dashboard.
ⓘ
PurchaseOrder is canonical
Do not create a shadow contract list. Projects hang off this entity when the chain is used.
Overview
Finance → Purchase Orders (/finance/purchaseorders, alias /sales/purchaseorders) tracks signed contracts from creation through completion and closure.
Screen layout
Header: Create, quick filters, SHOW, SORT, team, text filter, grid/list.
Summary: Delivery funnel + 11 chart panels.
Register: PO rows with status, account, delivery team.
Header & filters
Quick filters: All · Active · New · Created · In progress · Completed · Closed · Deleted · Archived
SHOW/SORT/team/filter/grid — same Lux list pattern as Bid Requests
Create — PO wizard
Summary & charts
The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).
Contract portfolio analytics for the filtered PO register.
◆ Emerald Luxury UI theme · chart data refreshes when filters change
Purchase order summary charts
Delivery funnel
DiagramWhen to act: Unblock stuck stages
By status
DonutWhen to act: Filter PO list
Portfolio mix
DonutWhen to act: Archive completed contracts
Delivery health
DonutWhen to act: Open overdue PO details
Creation trend
Area smoothWhen to act: Plan delivery capacity
Project types
When to act: Match teams to types
Creation channel
DonutWhen to act: Prefer CRM-created POs
Bid linkage
DonutWhen to act: Link standalone POs to bids
Funnel volume
When to act: Escalate stuck volume
Top accounts
When to act: Diversify if one bar dominates
By team
When to act: Rebalance assignments
Main content & actions
Create: Contract core → Client & account → Delivery scope → References & ownership. Link originating bid when applicable.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Eleven PO chartsFunnel, donut, area, and bar contract analytics.
- ✓CREATE contractNew purchase order from bid or standalone.
- ✓SHOW / SORT / FilterContract status, team, text search.
- ✓Delivery health donutOverdue vs on-track open contracts.
- ✓Row → PO detailsFull contract record and delivery tabs.
Before you start
🚨
Overdue contracts
Cross-check Delivery health donut with Project timeline — fix dates in one system if mismatched.
💡
Account concentration
Top accounts chart — diversify if one client exceeds policy threshold.
Who uses this screen
Sales managers, delivery leads, and finance tracking signed contracts — status, delivery health, and account concentration. Primary register after bids convert to POs.
ℹ️
Contract register
Monitor Delivery health donut daily — overdue contracts need PM intervention on linked projects.
Key concepts
PO register
Contracts with status, account, value, dates, bid linkage, and team assignment.
Eleven summary charts
Delivery funnel, status mix, timeline health, creation trend, top accounts, team load.
CREATE contract
New PO from won bid or standalone for repeat business.
Delivery health donut
Overdue vs on-track open contracts — key PM escalation signal.
Bid linkage donut
Traceability from sales opportunity to signed contract.
Permissions
| Role | Access on this screen |
|---|---|
| Sales manager | Create POs; edit contract metadata; view all team contracts. |
| Delivery / PM lead | View and update delivery-related status; create projects. |
| Finance | Read values and accounts for invoice PO references. |
| Executive | Read-only portfolio analytics. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| CREATE contract | New PO wizard. | Can link bid on create. |
| SHOW / SORT / Filter | Contract status, team, search. | Standard Lux header. |
| Team scope | Filter register and charts. | — |
| Delivery health donut | Overdue vs on-track. | Act on red slice first. |
| Row → PO details | Full contract record. | Milestones and projects tabs. |
| Summary strip | Eleven chart panels. | Respects filters. |
| Export | Contract list download. | Finance use. |
Common mistakes
⚠️
Standalone PO without account
Breaks invoice and project linkage — always select account.
⚠️
Ignoring overdue health slice
Small overdue slice compounds — review linked project dates weekly.
⚠️
Duplicate PO for same SOW
Check bid linkage donut — merge or archive duplicates.
FAQ
PO vs project?
PO = commercial contract; Project = delivery execution — one PO may spawn one or more projects.
Can PO exist without bid?
Yes — standalone for extensions; bid linkage donut tracks mix.
Who updates contract value?
Sales manager or finance on detail page — may need approval workflow.
How is overdue calculated?
Compare contract end/milestone dates to today for open statuses.
Workflows
- Create PO from list or from won bid.
- Complete wizard steps.
- Activate contract.
- Create linked projects from PO detail.
Tips & best practices
Tip: Delivery health donut flags overdue contracts — prioritize before client escalation.
More guidance
💡
Remember
Contracts with status, account, value, dates, bid linkage, and team assignment.
ℹ️
PO vs project?
PO = commercial contract; Project = delivery execution — one PO may spawn one or more projects.