Overview
👥 Access permissions
Only users with permission to access Purchasing can create or edit orders. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a purchase order >
OptionsPurchasing>Purchase Orders> select a purchase order >OptionsPurchasing>Suppliers> select a supplier > select an order >Options
Archive a purchase order or a bill
A single purchase order or bill can be archived from either the Purchase details page or directly from the Purchase Orders main page. Multiple purchase orders or bills can be archived together from the main page using checkboxes.
From the Purchase details page
Ensure the order is not in Draft status.
Go to
Options>Archive.A short confirmation pop-up appears. Select
Undoif needed; otherwise, the order moves to Archived.
From the Purchase Orders page (single order)
Click the ⋮ (more options) menu next to the purchase order or bill row.
Select
Archive.
A short confirmation pop-up appears. Select
Undoif needed; otherwise, the order moves to Archived.
From the Purchase Orders page (multiple orders)
Tick the checkboxes next to the orders to archive.
Select Archive icon >
Archive.
A confirmation pop-up appears. Use
Undoto cancel if needed; otherwise, the selected orders move to Archived.
View archived purchase order or a bill
Go to the Purchase Orders main page.
Select the status filter icon and include or only select Archived.
Click outside the filter window to apply. The archived orders appear in the list.