Purchase Orders can be located in list format at Main Menu –> Purchase Orders –> List of Purchase Orders.
Recommended User Roles
Subscriber User Role – Review & Approve: Can view, create, edit, review, and approve Purchase orders.
Subscriber Manager Role has access to all areas at administrator level.
List of Purchase Orders
The list of Purchase Orders shows all in list format to search, sort and filter and links to Work Orders.
- Select Action: Select and apply bulk actions to Purchase Orders in list.
- Search: Find Purchase Orders with keywords, partial characters or specific PO#.
- Export: Export selected information from categories to Spreadsheets.
- View by: Company or Client view.
- Sort and Filter: Purchase Order list can be sorted ascending/descending or with filter options.
Related Links
Purchase Orders | Tab | Work Order
Purchase Orders | Edit | Flow to Invoices