Purchase Orders overview
A view 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 and archive Purchase Orders and Suppliers.
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.
Order Date and Invoice 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 2023 double click the 10th July 2023 to set From and To dates as the 10th also.
Status
Select from default statuses to filter the view.
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.
🗒️ Note: 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
Sort
Sort columns 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.
Open a Purchase Order
Select any Purchase Order to view and/or edit it in the Purchase details page.
Linked resources