knowledge base

To access the Purchase Order List click the inFlow Menu button, select Purchase order and then select Purchase Order list.

Purchase Order Menu.

Purchase Order List - This shows all the Purchase Order irrespective of their status.

Recent Orders - Lists orders with order date in the past 30 days.

Open Orders - Shows a list of orders that are have been placed but for which nothing has been received yet.

Received Orders - Shows a list of orders that have been marked Fully Received but have not yet been fully paid.

Paid Orders - Shows a list of orders that have marked Fully Received and have been fully paid.

When viewing in full listing mode, double-clicking an order opens up the details. When details are open as well, clicking a listing entry selects that order.

Filter Order List

The Purchase Order List header gives you to the option to search for Purchase Orders by entering the search parameters.

You can select and use filters in the Search section such as Order#, Status, Vendor and Order Date. Many other search options are also available by clicking the field title (in the example we've clicked Order Date), you will see a drop down appear and you can select a different filter to use.

You can Add/Remove filters, but you can't remove all filter options. Custom fields are supported based on settings. Filters that have been removed will not restrict the search.

In addition, you can clear all the criteria you've entered at once by right clicking the refresh button.  This will clear all fields and allow you to start over with the full list.  What's more, if you enter your criteria such that you only get one result from the search (such as entering the PO# for a sale) inFlow will automatically open the resulting Purchase Order since it's the only result received from your search.

You can also change the columns (add or remove) in the list by right clicking any of the headers as shown below.

More about Listing Panel.