The Purchase Orders page now comes with a powerful default view designed for your purchase orders you manage to help you prioritise and take action in a more efficient way.
Stay on Top of What Needs Your Attention
Your workspace automatically highlights what matters most through:
Smart prioritisation
Your POs are automatically sorted and color-coded by urgency, so the ones needing attention appear first.
Quick filters with live counts
Instantly focus on key groups of orders:Need Action
At Risk
Chase Due
On Track
Each filter shows a live count, so you always know your workload at a glance.
Highlights strip
See critical issues instantly, including:Unconfirmed orders due today or this week
Orders with delivery discrepancies
Split shipments that need review
Suppliers who haven’t responded
Work faster with Keyboard shortcuts
Speed through your workflow without leaving the keyboard:
↑ / ↓ — Navigate between orders
E — Expand an order
Enter — Open an order
C — Send a chase email
A — Accept a deviation
Press ? at any time to view the full shortcut cheat sheet.
Comfortable view — More spacing for readability
Compact view — Fit more orders on screen
Filter and Find Anything in Your Custom Tabs
Quickly narrow down your list to exactly what you need.
You can always remove a filter by hovering over it and clicking "x" to remove it from your view.
Filter by:
Supplier
Receiving location
PO type
Your custom labels
Toggle Mine Only to focus on POs assigned to you
Sort by:
Due date
Supplier
PO number
Or let the system prioritise automatically
Create Your Own Views via Tabs
You can create personalised tabs to save and quickly access your most-used filters.
How to create a custom view:
Apply the filters and sorting you want (e.g. Supplier, Mine Only, At Risk)
Click Save as Tab (or + New Tab)
Give your view a name
Save it — your new tab will appear at the top of the page
Why use tabs?
Save time by accessing information efficiently
Jump straight to your most relevant POs in one click
Create views for different workflows (e.g. My urgent orders, Supplier follow-ups)
Avoid reapplying the same filters every time
You can switch between tabs anytime to change your perspective instantly.
Pro Tips
Use the quick filters together with Mine Only to instantly zero in on the most urgent orders that require your action.
Use Receiving Location as a Project Number or Name to filter by that information on the PO view.
If you need more help, reach out to your support team via navigating to Support via the menu.
