Purchase Order page overview
The Purchase Orders page is a complete searchable, filterable and sortable list of all Purchase Orders.
Locating this section in app: Purchasing > Purchase Orders
Purchase Orders page features
Search
Search by Purchase Order #, Supplier or Created By.
🗒️ Note: Search allows a partial search of Customer Name, Assigned to, Created by, Status, Sales Order number and Purchase Order number.
Filters
Order Date
Order Date
Search for Purchase Orders by Order Date.
🗒️ Note: you need to apply a From and To date if searching a date range.
💡 Tip: if you’re searching for all orders/invoices on 10th July 2024 double click the 10th July 2024 to set From and To dates as the 10th also.
Status
Status
Select from the six (6) default Statuses (listed below):
Archived (a default status)
Draft (a default status)
Submitted (a default status)
Partially received (a default status)
Received (a default status)
Billed (a default status)
See Purchase Order status and action buttons for more information.
Archive (and Unarchive)
Archive one or more Purchase Orders using the checkbox, and/or use the kebab/other options menu to Archive one Purchase Order.
🗒️ Notes:
A popup appears to undo the archive; if not undone the Order will be moved to Archived
Orders cannot be deleted, they are moved to Archived
To view archived Orders, select Archived from the Statuses dropdown menu
To Unarchive Orders select the kebab/other options menu (beside an Archived Order )>
Unarchive
Create a new Purchase Order
Select Create purchase order.
Sort
Sort column headings in ascending or descending order.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
Duplicate
Create a copy of a Purchase Order with a new Purchase Order number assigned to it.
Select the kebab/other options menu.
Duplicate.
Select
Duplicate orderto confirm action.
Opening a Purchase Order
Select any Purchase Order to view and/or edit it in the Purchase details page.
🗒️ Note: opening a new or existing Order takes you through to the Purchase details page, with Collaborate, Checklists, Linked Orders and Timeline features.
