Skip to main content

Purchase Order: List Page

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.

Updated over 3 weeks ago

Navigation

How to Access: From the dashboard, open the three-line menu, expand Inventory, then click Purchase Orders.


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)

      • View Purchase Order

      • Preview Purchase Order

      • Send Purchase Order

      • Delete Purchase Order

    • 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


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.

  • + Button: Opens the Create Purchase Order flow.


Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.For help, contact [email protected].

Did this answer your question?