Purchase Orders Overview Screen

 See exactly where your POs are in the fulfillment process – without contacting your supplier – ever.​

• Spend less time on manual order tracking tasks​
• Give clients faster, more accurate order updates​
• Spend more time on meaningful business activities​

​​The Purchase Orders Overview screen is accessed from the left navigation.

This section is intended for the search of purchase orders. Moreover, you have the option to filter the list to display specific groups. For example, you can select to see only the rejected orders or those that are on hold to determine if additional action is needed.

1	To manage your purchase orders effectively, you can choose to view them based on their status. Here are the options: Active: View all currently active purchase orders. Attention Required: View purchase orders that need your attention or action. Closed: View all purchase orders that have been completed or closed. All: View all purchase orders, regardless of their status. This way, you can easily keep track of your orders and prioritize those that need immediate attention.
2	To find a specific purchase order, type the purchase order number into the Search Bar.
3	The results of your search or filter selections are displayed in this field.  To access the Purchase Order Detail screen click on the PO number.  Note: The status of manual purchase orders must be updated manually.
4	To further refine your search, click on Filters and select options such as Supplier, Owner, Type, or Status (Status filtering will be available in an upcoming release). This will help you narrow down the results to find exactly what you're looking for.
5	The Status of the purchase order will display in this column. ePO (purchase orders submitted electronically to connected suppliers) - System will check every hour for a status update. See Order Status for more details. Manual PO - To easily identify and manage manual orders the system will display a dropdown arrow in the status field. This will allow you to make any manual updates to the order status as needed.
6	To take action on a purchase order, click the Actions () icon. You will have the options to Open, Change ownership, or Delete the purchase order.  Note: A purchase order can only be deleted if it is in Draft mode.

Updated July 15, 2025 16:40