Landing page and overview
Landing page and overview
The landing page provides you with an overall overview of all procurements with the possibility of filters and search.
Overview of purchase orders
By going to Tools > Logistics > Procurement & reception you will see an overview of all purchase orders. From this page, you can make a number of selections, filtering and searches.
In addition to the search, which can search for supplier, purchase order number and product, you can filter on the following fields:
- Date created
- Expected delivery
- Total cost
- Last updated
- Status
- Created by
- Submitted by
- Supplier
Search in purchase order overview
In the overview of purchase orders, you can search for supplier, purchase order number, product and article number. For example, you can search for a product and then filter by status, then you can easily see if the product is on order, if the order has been received or if it has the status sent.
Export procurement overview
Exporting the procurement overview (included in Control and Control+) allows you to export the entire selection made on the overview.
You can set up search and filter and then export the selection to CSV.
The export will then contain all rows in the result and all columns. The export is placed in "Export archive".
The export can e.g. be used to retrieve the date of the supplier, amount, orderer etc. within given time periods.