PO Follow-up

Track delivery progress on purchase orders. Create follow-up records to log vendor contact, shipment status, revised delivery dates, and vendor responses. This guide covers creating follow-ups, recording shipment milestones, and scheduling next actions.

Module: Procurement · 6 steps · all roles

Browse Follow-ups
1Open Follow-up List

Navigate to Procurement → Follow-ups or go to /procurement/follow-ups.

Follow-ups list showing FU numbers, PO references, vendors, status badges, follow-up dates, and next follow-up dates
2Filter & Columns
ColumnDescription
FU NumberAuto-generated follow-up reference.
PO #Linked purchase order number.
VendorSupplier name.
StatusPending, In Transit, Partial, Delivered, or Delayed.
Follow-up DateDate this follow-up was recorded.
Next Follow-upScheduled next contact date.
Create a Follow-up
3Follow-up Form

Click + New Follow-up at /procurement/follow-ups/new.

FieldRequiredDescription
Purchase OrderYesSelect the PO to follow up on.
Follow-up DateYesDate of this follow-up (defaults to today).
StatusYesPending, In Transit, Partial, Delivered, or Delayed.
Contacted DateNoDate the vendor was contacted.
Contact PersonNoName of vendor contact spoken to.
New Delivery DateNoRevised expected delivery date.
Next Follow-up DateNoWhen to follow up next.
Vendor ResponseNoSummary of what the vendor communicated.
RemarksNoInternal notes.
Follow-up form with PO selector, status dropdown, contacted date, contact person, delivery dates, and vendor response fields
4Status Tracking
Create multiple follow-ups for the same PO to build a communication trail. Each follow-up is a timestamped record of vendor interaction.