Once you’ve learned how to create purchase orders and fulfill them, you might need to learn how to filter them so you can export them onto a CSV spreadsheet. This article explains exactly how to filter your purchase orders and export them!
NOTE: The Purchase Order module is currently only available on the Business Plus plan.
How to Filter your Purchase Orders
Start in the Purchase Orders section
On the top left, click on the Filter button
Use the filters to show you the purchase orders you’re looking for:
Status
Category
Total Cost (Either or both Minimum and Maximum)
Date Created
Due Date
Created By User
Vendor
Once your purchase orders are filtered, click Export to download them onto a CSV file!
How to Customize your Table View of Purchase Orders
You can also customize the table view to show you certain fields by clicking Table Customization on the top right:
Title
Total Cost
Vendor
Status
PO Number
Total Quantity
Date Added
Category
# of Items
Due Date
Approved By
Make sure the fields you need are checked off and click Apply!
