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
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 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