Overview
The Purchase Orders page is a complete, searchable, filterable, and sortable list of every purchase order. Use it to find and open specific orders, archive or duplicate orders in bulk, export data to Excel, or create new orders.
👥 Access permissions
Only users with permission to access Purchase Orders can create or edit orders. Review user roles before granting access.
📍 Location in the app
Purchasing>Purchase Orders
Key features
Search
Search by Purchase Order #, Supplier, or Created By.
📝 Note
Search supports partial matches across Customer Name, Assigned to, Created by, Status, Sales Order number, and Purchase Order number.
Filters
Order Date
Search for Purchase Orders by Order Date.
📝 Note
Both From and To dates must be selected.
💡 Tip
To filter for orders on a single day, double-click the date (e.g. 31 July 2026) to apply it to both the From and To fields.
Status
Filter by status. Six default statuses are available:
Archived
Draft
Submitted
Partially received
Received
Billed
See Purchase Order Statuses and Action Buttons for details on each status.
Archive and unarchive
Tick the checkboxes next to one or more purchase orders to archive them in bulk, or use the ⋮ (more options) menu on a single order.
📝 Notes
A pop-up appears after archiving with an option to undo.
Orders cannot be deleted. They can only be archived.
To view archived orders, select Archived from the Status filter.
To unarchive an order, click the ⋮ (more options) menu next to it and select
Unarchive.
Export
Export raw purchase order data as an Excel (.xlsx) file. Tick the checkboxes next to one or more orders before exporting, or export the full view.
📝 Note
Exports are limited to 1,000 rows.
Create a purchase order
Select Create purchase order to start a new purchase order.
Sort
Click any column header to sort in ascending or descending order.
⋮ (more options) menu
Use the ⋮ (more options) menu next to a purchase order to archive or duplicate it.
Rows per page
Choose how many results appear per page using the dropdown in the bottom-right corner.
📝 Note
The maximum rows per page is 35.
Pages
Use the navigation arrows at the bottom of the table to move between pages.
