Purchases

NAVIGATION  Left navigation menu > Purchases

SECURITY  Kaseya Quote Manager internal users assigned to the Sales role have view-only access to purchase orders. To manage user roles and permissions, refer to Team.

Your Purchases landing page lists all of your supplier purchase orders (POs) generated in Kaseya Quote Manager.

Refer to Creating and managing supplier purchase orders to learn how to do the following:

This article explains how you can use this page to manage and monitor your existing POs.

To learn how to download detailed purchase reports as CSV spreadsheets, refer to Purchases reporting.

Searching for a PO

To find a specific PO, enter any of the following criteria in the top search box:

  • PO number
  • supplier
  • supplier invoice number (reference)

Filtering POs

Click the header tiles to filter POs by any of the following statuses:

  • All: all POs ever created in your platform
  • Draft: not yet sent to supplier
  • Approved: approved and placed
  • Overdue: overdue and unfulfilled

    • NOTE  This tile is useful for following up with suppliers regarding back orders. When you copy and paste the overdue orders listing into an email to your supplier, the Order # hyperlink remains active in the email (assuming HTML format), meaning the supplier can conveniently review the details of each purchase order.

  • Current month: received this month

Sorting POs

To sort, click any of the column headings, which are outlined in the following table:

Column heading Filing method

Order #

Numerical

Status

Status result:

  • Draft
  • Approved
  • Received
  • Cancelled

Sent

Send status:

  • Sent
  • Not sent
  • Failed

NOTE  If the sent purchase order email bounces, you will receive an email. If the purchase order fails to send via the supplier API (electronic ordering), you will receive an in-product notification. Refer to Enabling electronic ordering and Viewing in-product notifications.

Date (default)

Chronological

Supplier

Alphabetical

Reference

Numerical/Alphabetical

Due date

Chronological

Total

Numerical

Click the heading a second time to sort in the opposite order.

EXAMPLE  Click the Total column heading to sort from the lowest PO total to the highest. Click the column heading a second time to sort from the highest PO total to the lowest.