You can refine the contents of the Purchase Orders list by using the interactive filter controls below the main toolbar.
Use the Period drop menu to filter the listed purchase orders by date, and the Start and End date pickers can be used to fine tune the date period.
The Supplier selector can also be used to further restrict the purchase order selection to a specific supplier
The Display Purchase Orders selector lets you choose between recorded or draft purchase orders only.
The Status selector can be used to filter 'Open' or 'Received' purchase orders.
Click the New button on the toolbar to create a new purchase order.
Delete (if available)To delete purchase orders, select the purchase order(s) you wish to remove from the list, and click the Delete button on the toolbar.
Select (if available)Click the Select button on the toolbar to selected the highlighted purchase order.
EditClick the Edit button on the toolbar to edit the currently selected purchase order. You can only edit one purchase order at a time.
PreviewClick the Preview button on the toolbar to see how the currently selected purchase order will appear when printed, saved as a PDF document, or emailed to a customer.
Print (if available)Click the Print button on the toolbar to print the currently selected purchase order(s).
EmailClick the Email button on the toolbar to send one or more selected purchase order(s) as a PDF document to a recipient via email. You will be asked to provide an email address. Your email settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.
FaxUse the Fax button on the toolbar to send one or more selected purchase order(s) to a recipient via fax. You will be asked to provide a fax number. Your fax settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.
SaveClick the Save button on the toolbar to save the currently selected purchase order(s) as a PDF file on your computer.
BillClick the Bill button on the toolbar to convert currently selected purchase order easily into bills/accounts payable records. You can only convert one purchase order to bill at a time.