Overview
From the Purchasing page, there are several settings and filtering options to manage your purchase orders effectively.
This article will teach you how to use location-based purchasing settings, filter your POs, and export them for seamless purchasing management.
Table of Contents
Purchasing Settings
You can configure preferences for your POs - such as default assignments, prefixes, and budgets - at a location from the PO settings.
Navigate to the Purchase Order page by going to Locations > Select Your Location > Purchasing.
Once on the page, click "Settings."
In the new window, you have several configuration options to choose from:
Setting Name | Purpose |
Default Assignee for Purchase Requests | This allows you to pick a default user or team who will automatically be assigned to approve purchase requests |
Default Budgets (Default, Purchase Requests, Min Part Qty POs) | Enterprise customers can select a default budget for POs, purchase requests, and minimum part quantity POs. |
Default Tax Rate | This allows you to set a default tax rate for all POs at this location. |
Automatically Mark Bills as Paid | Enabling this setting will automatically mark bills as paid once a PO has been received or partially received. |
Set a Part Description for Parts Listed in POs | This setting allows you to auto-populate the description field with data from your custom part fields.
You can include more than one field in the description, though we recommend keeping this information minimal for better readability. |
PO Prefix | This setting allows you to choose a prefix that will be included in all POs.
For example, if you're managing POs at multiple locations, you could create a prefix "L1" to indicate POs at location 1. |
PO Image and Footer Text | These settings allow you to include select an image and footer text that will be included in a PO print or PDF. |
Filtering POs
You can use one of 6 filtering options to look at POs that meet your filter criteria. This is helpful if you need to review specific POs by vendor, status, and more.
The filters include:
You can enable several filters at one time. Within those filters, you can choose more than one criteria for the same filter.
PO Status
PO Status
PO Status will filter your PO list by status. Enterprise customers can filter by custom steps if they've created any.
Cost
Cost
Cost will filter by the cost of a PO. You can filter by "Greater or equal to," "Less or equal to," and "Between."
Once you select a cost filter, enter the desired value in the text field.
If you select "Between," enter a value in both fields.
Vendor
Vendor
Vendor will filter your POs by your desired vendor(s). You can use the search function to quickly find and select a specific vendor.
Order Date
Order Date
Order Date filters your PO list by order date. From the dropdown you can choose from one of the set timeframe options, or create a custom date range.
Delivery Date
Delivery Date
Delivery Date filters your PO list by delivery date. From the dropdown you can choose from one of the set timeframe options, or create a custom date range.
Assigned To
Assigned To
Assigned To will filter POs assigned to the selected user(s) or team(s).
Exporting POs
You can export your POs to an Excel file for access to them outside of Limble.
From the Purchasing page, click "Export." From the dropdown:
Selecting "POs" will export your list of POs. A "PO" export organizes your data by each individual PO.
Selecting "PO Items" will export your list of PO items. This is different from a "POs" export because it organizes your data by each line item.
If you enabled any filters, the exported list will only include POs or PO items that meet the filter criteria.
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