Toolbar Actions

Overview

At the top right of the PO list, you find tools for searching, filtering, customizing, and exporting.

• Search Box – Enter any PO number, vendor, or status to instantly filter results.
• Filter Icon – Click to show filter fields under each column header for advanced, multi-field filtering.
• Customize Columns – Click to select which columns to show/hide for your workflow.
• Export Icon – Export the currently visible/filtered records to CSV.

1. Search Purchase Orders

The search box efficiently locates POs by number, vendor, status, or any identifying information. As you type, the list updates in real time to display matching records.

How to Search for Purchase Orders:

1. Locate the search field at the top right of the Purchase Orders tab.
2. Click into the search field and begin typing a PO number, vendor name, or keyword.
3. The list of PO records will dynamically filter as you type.
4. To clear the search and return to the full PO list, delete the text from the search box.

Figure 1. Purchase Order Search Box

Tip: For broader results, use partial PO numbers or names (e.g., typing "Logistics" matches all vendors with "Logistics" in their names).

Note: The search runs across all visible and filterable columns, depending on your current settings.

2. Filter Purchase Orders

Filtering lets you narrow the purchase order list based on specific criteria for more straightforward navigation and reporting.

How to Filter Purchase Orders:

1. Use the row of filter fields directly above the PO list.
2. For each column (e.g., PO Number, Vendor Name, PO Status, Date, Currency):
   • Click the drop-down arrow to choose a filter operator (such as contains, equals, in, etc.).
   • Enter a value to use as a filter.
3. The PO list updates in real time to show matching records.
4. Clear any filter or use “Reset” to display the complete PO list.

Figure 2. Filter Fields Above Purchase Order Table

Table 1. Common Purchase Order Filter Fields

Tip: Combine filters (e.g., Vendor = "Logistics" and Status = "Open") for advanced targeting. Note: All filters work instantly and only on records currently loaded in your view.

3. Customize Table Columns

Personalize the PO list to display only the columns you need. This will help you focus on relevant data and reduce on-screen clutter.

How to Customize PO Table Columns:

1. Click the Edit Columns icon (three vertical bars) in the toolbar.
2. The Edit Columns panel will appear, listing all PO columns.
3. Check or uncheck columns to show/hide them.
   • Checked columns appear in your view.
   • Some columns (such as PO Number, Vendor Name, and PO Status) may be mandatory (with a lock icon).
4. Use the search box at the top for quick column lookup.
5. Click Apply to save changes, or Restore Default to revert.

Figure 3. Edit Columns Panel

Note: Column visibility changes only affect your own session or profile, not other users.

Tip: Adjust columns based on your current task (e.g., add PO Status and Vendor Name for audits, or Date and Currency for finance reviews).

4. Export Purchase Orders

You can export the currently displayed list of POs to CSV for offline reporting, audit, or analysis.

How to Export POs:

1. Apply any desired filters or column customizations.
2. Click the Export Purchase Orders icon in the toolbar.
3. The resulting CSV file will contain only records and columns visible in your current view.

Note: Only data visible on-screen (with any applied filters and columns) appears in your export.

Tip: Always filter and tailor your view before exporting to save time and ensure relevant data is shared.