Purchase order list page

Overview

The purchase order list page is an overview of your purchase orders. You can use a range of filters to include or exclude which purchase orders you see (for example, all purchase orders from a certain time period).

Filters

The filters at the top of the screen can be used to refine the list of Purchases visible in the List Page. You can use multiple filters at the same time to narrow the list further. By pressing Reset, all filters will be returned to their defaults.

Branch

Select a specific Branch by which to filter the PO list.

Keyword

Entering text in this box will search by PO Reference, Supplier company, first and last names, and invoice number.

Date

Filter the list by date; there are a number of date types to choose from:

Date filter	Filters by
Created	The date the Purchase Order was created.
ETD	The Estimated Time of Delivery, if entered. Items with no ETD will not appear.
Invoiced	The date the Purchase Order was Invoiced. Orders with no Invoice Date will not appear.
Dispatched	The Fully Received Date of the Purchase Orders. Orders with no Fully Received date will not appear.
Modified	Orders that have been modified between the dates set.
Payment	Orders with payments added between the dates set. NB this refers to the Payments grid, not payments applied in your Accounting Software.

Purchase orders

This filters Purchase Orders based on certain statuses:

Purchase order status	Filters by
Open and Saved Draft Purchase Orders	Any Orders that are Open (approved but not received), or Draft (saved as a draft and not approved).
Received within Last 7 Days	Fully Received Date has been entered and is within the last 7 days.
Received but not Invoiced	Fully Received Date has been entered, but Invoice date is blank.
Accounting Errors	Order has returned an error on importing to your Accounting Software.
Received	Fully Received Date has been entered. Note that though line items may have been received, unless a Fully Received date has been entered Orders will not appear in this view.
Invoiced	An Invoice Date has been entered.
Void	Orders that have been voided.
Past 12 Months	Orders that have been Created in the past 12 months.
Search All	Shows all orders, except for Voided Orders.
Show Only Checked	Shows only Orders that have been ticked.

Product ordered

Search Purchase Orders for a specific product

Batch or serial number

Search Purchase Orders for products with specific Batch or Serial numbers.

Actions and guides

Actions

Hovering over the Actions drop-down reveals four Actions:

Actions	Explanation
Export Purchase Orders	Exports the columns in the Purchase Orders list, as per any filters applied to the list.
Import Purchase Orders	Import Orders here, plus use the data to get an in-depth export of Purchase Order details. See our Importing Purchase Orders article.
Merge Purchase Orders	This will merge Orders. See our Merging Orders article.
Bulk Print	This will print all Orders that have been ticked.
Bulk Email	This is added to the Actions drop-down if set up in the settings page.

Guides

Hovering over the Guides drop-down will reveal three walkthrough guides: Creating a Purchase Order, Applying Freight Costs, and Receiving Purchases. This is a great step-by-step tutorial if you are unsure how to start purchasing.