Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Purchasing & Receiving with Procurify
  3. FAQ - Purchasing and Receiving with Procurify
  1. FAQ - Purchasing and Receiving with Procurify
  • October 27, 2022 15:52
  • Updated

How to Filter Purchase Order Items by Custom Request for Order Field

Goal:

  • searching and filtering customer Order Requests to locate PO items  

 

1. Select the Procure tab on the left-hand navigation bar and select the Procurement. Select the gear icon on the top-right of the Pending Order Items list.

Screen_Shot_2018-06-05_at_3.49.54_PM.png

2. Select the order request custom fields by selecting clicking on their checkboxes.

Screen_Shot_2018-06-05_at_4.05.20_PM.png

3. Your order request custom field will show up in the Pending Order Items List.

Screen_Shot_2018-06-05_at_3.50.50_PM.png

4. Data from Custom Order Fields can be found through Searching and Filters:

Screen_Shot_2018-06-05_at_3.53.51_PM.png Screen_Shot_2018-06-05_at_3.53.18_PM.png

Was this article helpful?
0 out of 2 found this helpful
Return to top