Purchases Overview
View Purchases and search purchases
Brahm Meka avatar
Written by Brahm Meka
Updated over a week ago

To get to the 'View Purchase" screen, go to "Inbound" and click on "View Purchase".

View purchases screen is where all the purchase orders are. All, Draft, Open, To Receive, and Late Purchases orders will be here.

From this View Purchases page, you can process orders and create new purchases.


Click the gear icon in the top-right corner to add and remove columns that you would like in the view:


Search purchases in 2 ways:

1. Simple Search: by searching typing in Purchase Order Number, Vendor Name or Tags associated to an order.

2. Advanced Search: by clicking on the drop-down arrow on the search bar. Allows you to search by combination of one or more fields.

Filters / Sorting

Purchases can be filtered in 4 ways:

All: Will include all the purchase orders.
Draft: Will include all purchase orders that are saved and not confirmed.
Open: Will include all purchases that are Confirmed and ready to Process.
To Receive: Will include all purchase orders that are confirmed and In Process and have inventory to be received against the purchase.

Late Purchases: Will include all purchase orders that are past the "Expected Date" and have not been received.

To sort a column, just click on the column header that have the up and down arrows as those are available for sorting. Once clicked to sort you will only see one arrow showing the column that the table is sorted by.

Bulk Actions

Bulk actions can help with confirming purchases, downloading purchases and more. To process orders in bulk, select the orders in question and click Bulk Actions.

Add Tags
Select purchase orders to tag

Remove Tags
Select purchase orders to remove tags

Download Purchases
Select purchase orders to download in a PDF format

Confirm Purchases
Select purchases to confirm by entering a Ship By date

Un-Confirm Purchases
Select purchases to un-confirm

Combine Purchases
Select purchases to combine

Note: Only saved orders with the same vendor can be combined together. The max limit is 5 purchase orders.

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