This article shows you how to manage Purchase Orders (POs). You’ll learn how to open the page, use the top bar (search, columns, print/export, + new), filter by status tabs, read the table, and use row actions like preview, send, and delete.
Navigation
How to Access: From the dashboard, open the three-line menu, expand Inventory, then click Purchase Orders.
Top Bar (Search, Column Settings, Print, Download, +)
Search — Find purchase orders quickly.
Settings (column toggles) — The only available columns are:
Purchase Order, Status, Date, Amount
All are enabled by default (you can also Select All).
Print — Opens print preview of the current (filtered) list.
Download — Export to PDF or Export to Excel.
+ Create — Opens the Create Purchase Order flow.
Status Tabs
From Inventory > Purchase Orders, use the tabs above the table.
Total — All POs
Pending
Ordered
Shipped
Received
Canceled
Tabs filter the same table layout to the selected status.
Table & Row Actions
Columns:
Actions (menu)
Purchase Order (number; click to open the PO)
Status (Pending/Ordered/Shipped/Received/Canceled)
Date (funnel for ranges: Custom, Today, This Week, Last Week, Last 7 Days, This Month, Last 30 Days, This Quarter, Last Quarter, e.t.c.)
Amount
Actions menu (per row):
Preview Purchase Order
Send Purchase Order
Delete Purchase Order
Tips
Export filtered results for accounting or vendor follow-ups.
Preview before sending to confirm vendor lines and totals.
For help, contact [email protected].