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

Use search, filters and sorting to create a view to duplicate, archive and create Purchase Orders.

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

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

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

Export

Export one or more (for bulk updates) Purchase Orders.

Allows you to export raw data as an Excel/xlsx file.

🗒️ Note: exports are limited to 1,000 rows.

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 order to 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.