Available On: Business Plus
This guide will show you how to easily filter purchase orders by date, status, vendor, and more. Quickly locate specific orders, track spending, and manage your inventory seamlessly in UpKeep.
How to Filter your Purchase Orders
Start in the Purchase Orders Section:
Navigate to the Purchase Orders section from the main menu.
Click on the Filter Button:
On the top left, click on the Filter button to open the filtering options.
Apply Filters:
Use the available filters to narrow down the purchase orders you want to view:
Status
Category
Total Cost: Set a Minimum and/or Maximum cost.
Date Created
Due Date
Created By User
Vendor
Export Filtered Purchase Orders:
Once you’ve applied the necessary filters, click Export to download the filtered purchase orders as a CSV file.
How to Save your Filtered View of Purchase Orders
Once you have the filters you are looking for set. Select Save View
⚠️Save Your View: Preserve Filters but does not save Columns