Every purchase order goes through a process ‘lifecycle’ from the time it’s created, to the time it’s been paid, and filed away. Purchase Order ‘Status’ allows you to keep your purchase orders organized by the various stages of this process. You determine the process that works best for your organization.

If you don’t know where to start, you might want to begin with a fairly generic linear process that looks something like the example below, then modify it to fit your needs as you see fit.

Pending(Default)-> Submitted-> Received-> Invoice Received-> Exported

Manage your Purchase Orders using ‘Group By'

The Summary tab provides you a quick and easy way to navigate your purchase orders, view their aging, and review the details.

The default view is ‘Group By: Status’. Additionally, you can instantly group your purchase orders by clicking the respective radio button for: vendor, project, or none.

Open

Group By: Status

1. Select the Group By: Status option.

2. Select any status to filter the view on the right-hand panel.

3. Double-click any purchase order in the right-hand panel to open that specific purchase order.

Open

Group By: Vendor

Group By: Project

Group By: None

Selecting the ‘Group By: None’ option will display every purchase order in the system. The default sort order is by ‘Aging’ (oldest to newest). However, you can click on any of the headers in the purchase order’s detail panel and sort ascending or descending by that column.

As with all the other group-by options, double-clicking on any purchase order will open directly to that purchase order and its associated items.