We’ve updated our Purchase Order list page with the advanced Omnibar functionality. The Omnibar has been on the Products List page for awhile, and now we’re bringing the advanced search and filter functionality to Purchase Orders!
This help article will outline some tips on how to transition your workflow to the new Omnibar.
- How to filter by PO Status
- How to search for an order
How to filter by Order Status
Click the Filters button to open the Purchase Order Filters modal.
Choose the STATUS you’d like to view, then click Apply.
How to search for an order
With the new Omnibar, you will remain in the current filter when searching. For example, if you are in the Unsent status and search for a term, you will stay in the Unsent status.
Additionally, if you need to edit the search term, double click the term and you can change it. In the image below we were trying to search for “Quilt” but searched for “Quiet” We can edit this search term by double clicking on the word “Quiet”.
The term you serached for will appear next to the Text Search. See the image below:
You can edit this term. In this case we edited “Quiet” to “Quilt”. Then hit enter. You will be able to search for the new term in your Purchase Orders.
The following fields are searchable in the Purchase Orders Omnibar:
- Purchase Order ID
- Product Name
- Product SKU
- Supplier SKU
- Product UPC
- Product Category
- Purchase Order Instructions
- Supplier Name
- Supplier Contact Name
- Receiving Warehouse Name