Learn how to find and view Purchase Orders.
1. Find Purchase Orders
a. Select [Purchase Orders] → [View All] from the side navigation bar.
b. You can filter Purchase Orders by status: [Not Sent], [Sent], [Closed], [Cancelled].
2. Search Purchase Orders
a. Use the [Search Bar] to search by PO Number or Reference. You can also search by product name, and Purchase Orders will be returned where the product is included on the Purchase Order.
b. Click [Advanced Search] to 'Filter by Delivery Date', 'Filter by Suppliers', 'Filter by Departments', 'Filter by Accounts', 'Filter by Owner', 'Filter by Matched Invoices', and 'Filter by Receiving Notes'.
3. To view a Purchase Order, click on a [Purchase Order Number].
4. Review Purchase Order.
a. Quick actions are available in the header of the Purchase Order. [Mark Purchase Order as Sent], [Receive Goods], [Match Invoice], [Show or hide details], [View Related Documents], and a [More Menu] → [View Audit Log] → [Print] → [Close Purchase Order] → [Cancel Purchase Order] → [Get Help]. See our Send a Purchase Order article and our Match a Purchase Order to an Invoice article to learn more.
b. View helpful information: Status, Goods Received Indicator and the Goods Invoiced Indicator.
c. Purchase Order Tabs: [Product Summary], [Settings], [Comments], [Invoices], [Receiving Notes], [Send Events].
d. [Advanced View]. Click to view consolidated Purchase Order Sub-Lines.
e. [Receive Goods]. Click to create a Goods Receiving Note.
f. [Search Products]. Enter product names, to search Purchase Order for item.
g. [Manage Columns]. Click to show and hide table columns.
h. Purchase Order lines. Click [Info] to browse detailed information relating to the Purchase Order line. This can be useful to understand the Invoiced and Received status of each particular Purchase Order line.
j. View Price and Tax information about each Purchase Order line.
k. View Purchase Order Total Values.
