Purchases

Purchase Order List

The Purchase Order List displays all purchase orders with filtering by vendor, date, and status.

Default Columns

Column	Description
Number	PO number.
Date	Order date.
Status	Order status (Open, Complete, etc.).
Vendor Name	Vendor name.
Amount	Total PO amount.

Available Columns

Additional columns configurable via list settings, in alphabetical order.

Column	Description
Comments	PO comments.
Reference	Reference string.
Ship To Address	Ship-to address.
Ship Via	Shipping method.
Store Name	Store name.
Store Number	Store number.
Vendor Address	Vendor address.
Vendor Number	Vendor account number.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Status

Filter purchase orders by order status. Options include Open, Complete, and other order statuses.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Vendor

Filter by a specific vendor. Type part of a vendor name or number to search, or use the lookup button. Leave blank to show all vendors.

Vendor Group

Filter by vendor group membership. Select a group to show only records for vendors belonging to that group.

Store

Filter by store. Defaults to the current store. Clear the field to show records from all stores.

Date Range

Restrict the list to a specific date period. The dropdown offers these presets:

• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below

Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.

From

The start date when using a custom date range filter.

to

The end date when using a custom date range filter.

Related Screens

Purchase Order

Receive List