The list of purchase orders

The default list view shows active purchase orders only. You can specify, which purchase orders (with which status) are active under Site settings > Statuses by ticking them.

Go to Purchases and click on Purchase orders to open the list. 

The list can be sorted by the purchase order number, owner, date, company, payer/project, delivery date and sum. You can filter the list by many different attributes like users, projects, order status and more. 

The button with three dots opens additional filters.

You can also modify the view of the list according to your preference.

Save the filtered view as your new default view or as a bookmark, so you don't have to filter out your preferred view each time.

If you tick at least one purchase order in the list, an additional bar with exporting options will be displayed.

The status (e.g. Issued/Approved, Partially received, etc.) of the purchase order can easily be changed by clicking on it.

If the user role has appropriate rights, users in that role can view or modify orders of other users, also issue orders on behalf of others. User role permissions are granted by the site's administrator. Go to Settings > Administration > Roles & permissions to make changes in rights.

Let's move on to how to add and modify a purchase order.