Dashboard > Select a Project > Purchase Orders
Permissions
Always remember to ensure the correct people have the appropriate permissions to access Company and Project data. This can be done per individual or by applying Permission Templates.
In order to Export Purchase Orders, users will need View permissions for Purchase Orders
Note; Only assigned approvers can approve or reject Purchase Orders.
As with many of our modules, the Actions Dropdown provides you with lots more options you can add to your Purchase Orders.
Exporting
There are many Export options listed in your Actions dropdown.
Depending on what you are looking for, you can
Export Selected
Check the boxes of just the POs you wish to export.
Export Current Project POs
No need to select POs in this instance, a new screen will open up where you can filter by your chosen parameters.
Export All POs
A new screen will open where you can choose how your POs will be displayed.
Export History
View the export history of your Purchase Orders
Multiple PDF Format
Check the boxes of the Purchase Orders you want to Export and you will receive them in a PDF format
Export Filtered
Use Filters to narrow your search and Export. This works similarly to Export Current Project POs, but you are seeing your filtered view first.
Bulk Approve/Reject
Bulk Approve and Reject your Pending POs using the Actions dropdown.
To Bulk Approve/Reject:
Check the boxes beside the Purchase Orders you wish to Approve/Reject. Click on the Actions dropdown and select Approve or Reject
Note; Only Approved Assigners can Bulk Approve or Reject Purchase Orders. Purchase Orders must be in a Pending status in order to be Bulk Approved or Rejected
*When Approving or Rejecting Purchase Orders in bulk, recipients will only receive one notification.