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How to Filter and Sort your Purchase Order Dashboard
How to Filter and Sort your Purchase Order Dashboard
Gail Esterhuyse avatar
Written by Gail Esterhuyse
Updated over a week ago

You can quickly and easily find purchase orders within your dashboard by filtering and sorting your POs according to purchase order number, supplier, status, or the date they were raised.

How to filter your dashboard:

  1. Click on the Filter icon to the left of the search bar at the top of the page.

  2. Select the Field you would like to filter by (Purchase Order Number, Supplier, Status of the purchase order, or the date it was created).

  3. Type in your supplier or PO number or select from the drop-down your status option.

  4. Once selected, this will hide from view all purchase orders that don't meet the required filter fields.

How to sort your dashboard:

  1. Click on the Sort icon to the left of the filter icon at the top of the page.

  2. Select the Field you would like to sort by (Purchase Order Number, Supplier, Status of the purchase order, or the date it was created).

  3. Select either the Up or Down arrow to sort the page by ascending or descending order.

  4. Once selected, this will reorder your dashboard according to the sort option you have chosen.

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