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How to filter and sort your Purchase Order Dashboard

Navigate and organize your Purchase Orders to track vendor expenses and project costs efficiently.

Written by Gail Esterhuyse
Updated over a month ago

Quickly find specific purchase orders by filtering and sorting your dashboard by supplier, status, PO number, or date.


Filtering Your Dashboard

  1. Click the Filter icon to the left of the search bar

  2. Select the Field you want to filter by:

    • Purchase Order Number

    • Supplier

    • Status

    • Date Created

  3. Enter your supplier or PO number, or select a status from the dropdown

  4. Your dashboard will hide all purchase orders that don't match your filter criteria

Note: Multiple filters can be applied simultaneously to narrow your results further.


Sorting Your Dashboard

  1. Click the Sort icon to the left of the filter icon

  2. Select the Field you want to sort by:

    • Purchase Order Number

    • Supplier

    • Status

    • Date Created

  3. Click the Up or Down arrow to sort in ascending or descending order

  4. Your dashboard will reorder according to your selection

Note: Sorting works alongside any active filters—your filtered results will be reordered based on your sort criteria.


Need more help with filtering and sorting purchase orders? Contact our support team via live chat for personalized assistance.

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