Purchase order tabs, statuses and bulk actions

Where to find it

Purchase orders → tab bar at the top of the list

✅ Common tasks

Switch tabs

1. Open Purchase orders.

2. Click a tab: Draft, Approve, Sent, Open, or View all.

3. Review the list for that tab.

The selected tab also controls which bulk actions are available.

Handle draft and approved orders

1. Open the Draft or Approve tab.

2. Select one or more eligible purchase orders.

3. Click Create to confirm drafts, or Send via email to send approved orders.

4. Review the success and failure toasts after the action finishes.

In Approve, check the recipient email before you send.

Update or download orders

1. Open the Sent tab to mark orders open, or the Open tab to download PDFs.

2. Select one or more eligible purchase orders.

3. Click Mark as open or Download.

4. Use More actions on mobile if you do not see the button.

Downloads come as a ZIP file, and you can select up to 500 rows.

🔗 See also

• Purchase orders

• Purchase order approvals

• Purchase order line items and fields

• Purchase order matching

• Bulk export