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Saving a View on the Purchase Orders Page

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Instead of rearranging columns or filtering data every time you open the Purchase Orders page, you can now save your preferred views for reports and easily restore them anytime without affecting others' preferences.

Saving a View on the Purchase Orders Page

  • Go to the “Purchasing” module.
  • Open the “Purchase requests” page.
  • Open the available views menu, then click on “Create View”.
  • Enter a name for the view.
  • Click on “Save view”.

Notes:

  • You can take advantage of features such as filtering, sorting, and displaying/hiding fields to create a customized view.
  • Any changes you make to the view will be saved automatically.
Saving a View on the Purchase Orders Page — Click on “Save view”.

You can rename or delete a view by opening the available views menu, hovering over the desired view name, and making the adjustments.

Saving a View on the Purchase Orders Page — You can rename or delete a view by opening the available views menu, hovering…

You can export a saved view by clicking on “⋮”, then "Export".

Saving a View on the Purchase Orders Page — You can export a saved view by clicking on “⋮”, then "Export".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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