Purchase order tabs, statuses and bulk actions

Where to find it

Purchase orders → Draft / Approve / Sent / Open / View all

✅ Common tasks

Know what each tab shows

1. Draft: orders created in Cashfeed not yet finalized

2. Approve: fully approved orders not yet sent

3. Sent: sent orders, some ready to reopen as open

4. Open: orders still waiting to be completed

5. View all: every order, with no bulk actions

There's no Closed tab — a finished order just disappears from Open; use View all to find it.

Select and act on multiple orders

1. Open Draft, Approve, Sent, or Open (not View all)

2. Tick checkboxes, or use select-all for the current filters

3. Use the floating action bar to Create, Send, or Mark as open/completed

4. Check the success and failure toasts after the action runs

Only Owners and Admins see checkboxes and bulk actions; other roles don't.

Send approved orders by email

1. Open the Approve tab and select fully approved orders

2. Choose Send via email from the action bar

3. Review or add recipient emails for each order

4. Add an optional message, then choose Send via email

Sending fails for any order not fully approved — check Purchase order approvals first.

🔗 See also

• Purchase orders

• Purchase order approvals

• Linking invoices to purchase orders and receipt status

• Purchase orders synced from your accounting package

• Purchase order line items and fields