Purchase Order overview

Purchase Order management

Updated over a week ago

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 by Purchase Order #, Supplier or Created By.

๐Ÿ—’๏ธ 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.

๐Ÿ—’๏ธ Note: you need to apply a From and To date if searching a date range.

๐Ÿ’ก Tip: if youโ€™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.


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)

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.

๐Ÿ—’๏ธ 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 > enter a Supplier's name in the search field > select Create purchase.

Open a Purchase Order

Select any Purchase Order to view and/or edit it in the Purchase details page.

Duplicate a Purchase Order

Select the kebab/other options menu to cerate a copy of a Purchase Order with a new Purchase Order number assigned to it.


Sort column headings in ascending or descending order.


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.

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