Purchase History overview
Purchase History is a view of all Purchase Orders placed with a Supplier.
Finding these pages in app:
Purchasing>Suppliers> select a Supplier >Purchase historyGlobal Search to search for a Supplier
Purchase History page features
The Supplier's name is at the top of the page.
Use search and filters to create a view to archive and duplicate Purchase Orders.
Search Orders
Search by PO # (Purchase Order number), Contacts, Created By, phone numbers etc
🗒️ Note: adding a partial number in Search i.e. typing “61” will return any customer with “61” in their order number or purchase order number e.g. “610”.
Order Date
Search for Purchase Orders in between two dates 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.
💡 Tip for keyboard users: use Tab to navigate between each search feature i.e. type a PO # in the search box, press Tab to move to the Date box, hit Enter to open the box, press Tab, Tab and Enter to navigate to a certain year, continue to until you’re where you need to be.
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.
Checkbox
Select one or more (for bulk updates) Customers you want to make bulk updates to using Checkboxes to Archive.
Archive
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
Archivedfrom the Statuses dropdown menuTo unarchive Orders select the kebab/other options menu (beside an Archived Order )>
Unarchive
Create Purchase Orders
Select Create Purchase to create a new Purchase Order.
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.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
Opening a Purchase Order
Click on any Purchase Order to view Purchase Details page.
🗒️ Note: opening a new or existing Purchase Order takes you through to the Purchase Details page, with Collaborate, Checklists, Linked Orders and Timeline features.
