Viewing and filtering purchase orders

By default, the purchase orders list has existing views for All, Draft, and Ordered purchase orders. You can create your own custom views by searching and filtering any of these existing views. You can't rename or delete the All view.

All filters display in-line in the search bar, so you get a full view of the criteria influencing your search results. You can also use is/is not and or/and logical operators to create more advanced views with specific filter criteria.

Steps:

1. From your Shopify admin, go to Products > Purchase orders.

2. Optional: Click All to open the view menu, and then select the view that you want to search.

3. In the search bar, enter your keywords or search query, and then press Enter.

4. Optional: Start typing the name of the filter that you want to apply, and then select an operator and a value for the filter. The available values are different depending on the filter that you select.

5. Optional: Continue typing keywords to add more filters and values to refine your search:

   • To include an additional filter with an and operator, add a space, and then start typing the name of the additional filter that you want to include.
   • To include an additional value with an or operator to a filter, add a comma, and then start typing the name of the additional value that you want to include.

6. Optional: Click the filter tags of any filter in the search bar to edit the filter.

7. To create a new view based on your search and filters, click Save > Save as new view.

The purchase order list displays a Linked transfer column and a Received column to help you track receiving progress without opening each purchase order.

• The Linked transfer column displays the name and status of the linked inventory transfer. The transfer's status reflects the actual movement of inventory, such as In progress or Received. To open the linked inventory transfer, click the linked transfer in the column.
• The Received column displays the number of items that have been received on the linked inventory transfer.

You can edit columns in both default and custom purchase order views, and the changes that you make apply only to the view that you're currently on. You can hide or unhide columns, as well as reorder the columns, with the exception of the main leftmost column.

Steps:

1. From your Shopify admin, go to Products > Purchase orders.

2. Click the icon to open the display option panel.

3. In the Columns section, do any of the following actions:

   • Click to rearrange a column up or down. Moving a column up places it further left in the table, and moving a column down places it further right.
   • Click or to hide or unhide a column in the table.

4. Optional: To permanently apply the column order to your custom view, click Save > Update view.

By default, purchase orders are sorted from newest to oldest based on the date that they were created.

Sorting options for purchase orders

You can change the sort order of your purchase orders list to any of the following options.

Shopify admin purchase order list sorting options

Sorting option	Value	Description
Created	Sorted by date from Newest first or Oldest first.	This option displays purchase orders by the date that they were created. By default, the purchase orders list is sorted by Created: Newest first.
Supplier	Sorted by name from A-Z or Z-A.	This option displays purchase orders in alphabetical order by the name of the supplier.
Destination	Sorted by name from A-Z or Z-A.	This option displays purchase orders in alphabetical order by destination.
Status	Sorted by status from Ascending or Descending.	This option displays purchase orders by status. A purchase order can have any of the following statuses, listed by ascending order: Draft Ordered Partial, received, and closed statuses are tracked on the linked inventory transfer.

Learn more about sorting list items in your views.

Sort your purchase orders

1. From your Shopify admin, go to Products > Purchase orders.

2. Click the icon to open the display option panel.

3. Click the Sort by menu, and then select a sort criteria option, as well as a sort order.

You can use default views to quickly access purchase orders based on their status, or create custom views based on your specific business needs and workflows.

Default purchase order views

The default views help you quickly access purchase orders based on their current status.

Default purchase order views and their descriptions

View	Description
All	Shows all purchase orders regardless of status
Draft	Purchase orders that are still being created or reviewed
Ordered	Purchase orders submitted to suppliers. You can create an inventory transfer for the purchase order to track the inventory movement.

Archived purchase orders are displayed as grayed out on your purchase orders list. To learn how to archive or unarchive a purchase order, refer to Archive a purchase order.

Create a custom view for purchase orders

Custom views let you save specific search and filter combinations for quick access. Custom views help you organize your purchase orders based on your specific business needs and workflows. For example, you can create views for purchase orders from a specific supplier or orders created within a certain date range.

Steps:

1. From your Shopify admin, go to Products > Purchase orders.

2. Filter your purchase orders, or change the sort order by clicking the column header that you want to sort by.

3. Click Save > Save as new view.

4. In the Save view as dialog, give your new view a name.

5. Click Save.