Product: TrueCommerce Home (for Vendor)
Understanding the differences between the Document Management and Archive menu options aids you in better managing your active and completed Purchase Order (PO) within the TrueCommerce Home portal.
Document Management Menu: Key Features
The Document Management menu serves as the primary interface for viewing and managing your active POs and associated documents.
Here are key features:
Viewing PO details: Clicking the link in the Doc Number column will let users view the PO details, such as PO number, Vendor information, item descriptions, quantities, and prices.
Viewing PO receipt status: It provides updates on the receiving status of POs, ensuring that both parties stay informed throughout the order lifecycle – from Initial to FINAL status.
NOTE: For more information on the PO Receipt Status, check out this article.
Accessing return documents: Vendor users can access return documents that have been transmitted between parties, such as Purchase Order Acknowledgement (PO ACK), Advanced Shipping Notice (ASN), and Invoice.
Filtering documents: The blue filtering box enables users to narrow down their search by criteria such as Document Number, Receipt Status, From/To Sent Date, From/To PO Date, and more. This feature is helpful, especially when managing a large volume of POs.
Utilizing action buttons: Each button on the Document Management interface supports different tasks you can do with documents, including:
View Selected: View all the selected POs.
Print Selected: Print all the selected POs.
Save to PDF: Save POs as a PDF file.
Save to CSV: Save POs as a CSV file.
Archived Selected: Move POs from the Document Management screen to the Archive database.
Print Packing Slips: Select multiple PO’s and print packing slips in bulk.
Generate Labels: Select multiple PO’s and print labels in bulk.
NOTE: Keep in mind that each retailer will have their own requirements. Not all retailers require packing slips, labels or the same label type. Best practice would be to select multiple PO’s for the same retailer.
Archive Menu: Key Features
The Archive menu serves a complementary purpose to Document Management. Once POs are completed and no longer active, they can be archived by moving from Document Management to the Archive database. Archiving a complete PO will allow users to organize and separate the in-progress orders from already-fulfilled orders.
Here is a closer look at this functionality:
Organizing completed POs: By saving the completed POs in the Archive database, users have a cleaner and more manageable interface for active orders. This separation facilitates quicker access to ongoing transactions while keeping a record of fulfilled orders.
Restoring archived POs: Should you need to retrieve a specific archived PO, you can restore it back to Document Management by selecting the Move to Active option.
Saving historical records: Once POs are archived, they will have the FINAL Receipt Status. It is important to note that archiving does not delete any information, allowing you to keep a historical record of all POs.
IMPORTANT: PO and relevant data are stored on the TrueCommerce Home portal for two years. Please note that two years is the default, and an exception can be made for three years. These documents will remain accessible in the New Documents, Document Management, and Archive menus. This guarantees that you can reference past orders for auditing and compliance purposes.
How to Move POs from Document Management to Archive
To effectively manage your documents, follow these steps to archive your completed POs:
From the portal for Vendor, select the Document Management menu.
Select the POs that you want to archive.
Click the Archive Selected button.
Within the confirmation message, click OK.
The documents will be moved to the Archive database.
Access these archived documents by navigating to Document Management > Archive.
The Archive screen displays all the successfully archived POs.
Need Assistance?
If you have further inquiries or need additional assistance with managing documents in TrueCommerce Home, reach out to TrueCommerce Home Support.
rev. 9/4/2026