Programa

Customise your Procurement hub view to suit the way you want to track your key dates. Follow the steps below to learn how to filter your Procurement view by project, date type, order number or supplier.

Click on the Procurement tab in your left hand side navigation toolbar.

To filter your view by a particular Date Type (e.g. Order Date, Ship Date, Client Deposit Due etc); Select the All Date Types drop down in the top toolbar. Select the Date Type you want to view and click out of the dropdown box. When selected, only the key dates assigned to that particular date type will be displayed in Procurement Hub.

To filter your view to only display products from a particular order, click the All Order References drop down. Select the relevant Order Reference number from the list provided and click out of the dropdown box.

To filter your view to only display products from a particular supplier; Select the All Suppliers drop down button. Choose the relevant supplier and click out of the dropdown box.

To filter your view to only display products for a particular project; Select the All Projects drop down button. Select a Project that you would like to filter your view by and click out of the dropdown box.

1. Click on the Procurement tab in your left hand side navigation toolbar.
2. To filter your view by a particular Date Type (e.g. Order Date, Ship Date, Client Deposit Due etc); Select the All Date Types drop down in the top toolbar. Select the Date Type you want to view and click out of the dropdown box. When selected, only the key dates assigned to that particular date type will be displayed in Procurement Hub.
3. To filter your view to only display products from a particular order, click the All Order References drop down. Select the relevant Order Reference number from the list provided and click out of the dropdown box.
4. To filter your view to only display products from a particular supplier; Select the All Suppliers drop down button. Choose the relevant supplier and click out of the dropdown box.
5. To filter your view to only display products for a particular project; Select the All Projects drop down button. Select a Project that you would like to filter your view by and click out of the dropdown box.