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Purchase History

Every purchase order and bill placed with a supplier, with search, filters, and bulk actions.

Overview

The Purchase History page lists every purchase order and bill placed with a specific supplier, with search, filters, sorting, and bulk actions for archiving. Use it to find a specific order, archive orders in bulk, or quickly see a supplier's full purchasing history.

👥 Access permissions

  • Only users with permission to access Suppliers can view the Purchase History page. Review user roles before granting access.

📍 Location in the app

  • Purchasing > Suppliers > select a supplier > Purchase history

  • Global Search > search for a specific supplier > Purchase history


Key features

Supplier name

The supplier's name appears at the top of every Purchase History page.


Search

Search by:

  • Purchase Order # (PO #)

  • Contact name

  • Created By

  • Phone number

📝 Note

  • Partial matches are supported. For example, typing "61" returns any order with "61" in its number (e.g. "610").


Order Date

Filter purchase orders by a date range.

📝 Note

  • Both From and To dates must be selected.

💡 Tip

  • To filter by a single day, double-click the date (e.g. 31 July 2026) to apply it to both the From and To fields.


Status

Filter by status. Six default statuses are available:

  • Archived

  • Draft

  • Submitted

  • Partially received

  • Received

  • Billed

See Purchase Order Statuses and Action Buttons for details on each status.


Archive

Use the checkboxes to archive multiple purchase orders at once, or click the ⋮ (more options) menu next to a single purchase order to archive just that one.

📝 Notes

  • A pop-up appears after archiving with an option to undo.

  • Purchase orders cannot be deleted. They can only be archived.

  • To view archived orders, select Archived from the Status filter.

  • To unarchive an order, click the ⋮ (more options) menu next to it and select Unarchive.


Create a purchase order

Select Create Purchase to start a new purchase order for this supplier.


Checkboxes (bulk actions)

Tick the checkboxes next to one or more purchase orders to select them for bulk archive.


Sort

Sort columns in ascending or descending order.


Rows per page

Choose how many results appear per page using the dropdown in the bottom-right corner. Use the navigation arrows at the bottom of the table to move between pages.

📝 Note

  • The maximum rows per page is 35.

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