Other Actions in Purchase Requests

View All Purchase Requests

Under the Purchase Requests module, you can skim through the list to know the details of each purchase request that you have recorded. You can also view the status of the purchase requests and the approvers.

You can create a custom view to filter and view purchase requests based on criteria. Here’s how:

• Click + New Custom View if you want a custom view of the purchase requests.

  • Fill in the following fields:

  • Name: Enter a name for your custom view. You can check the Mark as Favourite box to mark the custom view as favourite.

  • Define the Criteria: Add criteria for the custom view based on the fields in the purchase request module. You can add multiple criteria by clicking + Add Criteria.

  • Choose columns: Choose the fields that have to be displayed in the custom view that you’re creating. You can move fields from the Available list to the Selected list by hovering over the column name and clicking the + icon next to them.

  • Share this with: Choose who gets access to this custom view. You can choose to share the custom view with Only me, Only selected users & roles, or with Everyone.

• Click Save.

Sort Purchase Requests

All the purchase requests that you have created will be listed in the Purchase Requests module. You can sort the list of purchase requests based on certain fields. Here’s how:

• Click Purchase Requests on the left sidebar.
• Click More in the top right corner of the page.
• Select the criteria based on which you want the purchase requests to be sorted.

Refresh Purchase Requests List

You can refresh your purchase requests list to ensure that the latest purchase requests are displayed. Here’s how:

• Click Purchase Requests on the left sidebar.
• Click More in the top right corner of the page.
• Click Refresh List from the More drop-down.

Search for a Purchase Request

If you want to find a specific purchase request from a group of purchase requests, you can search for it. Here’s how:

• Click Purchase Requests on the left sidebar.
• Click the Search icon in the right corner.
• Enter values in the fields that you want to use to filter the purchase request.
• Click Search.