## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Manage Purchase Orders

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## Status of Purchase Order

A Purchase Order in Zoho Books can have any one of the following statuses.

Status

Description

**Draft**

Purchase orders when created, will be in the **Draft** status.

**Open**

Purchase orders once sent to the vendor, will be in the **Open** status.

**Closed**

Purchase order once accepted by a vendor, can be converted to a bill and the status will be **Closed**.

**Cancelled**

If the vendor rejects your purchase order, the order can be cancelled and the status will be **Cancelled**.

**Partially Billed**

When the purchase order is billed only for some items, then the status will be **Partially Billed**.

**Billed**

Once the purchase order is converted to a bill, the status will be **Billed**.

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## Filter Purchase Orders

You can filter purchase orders made based on their statuses. Here’s how:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the **All Purchase Orders** dropdown on top of the page.
*   Select the type of purchase order you want to filter.

![Filter](/books/help/images/purchase-order/filter-po.png)

If you want to filter the purchase orders based on certain parameters of your own, you can do it through [Custom Views](/en-fr/books/help/purchase-order/manage-po.html#custom-view). 

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## Custom Views

Custom Views can be used to filter your purchase orders based on certain criteria that you have set.

To create a custom view for the purchase orders:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the **All Purchase Orders** dropdown on top of the page.
*   Select **\+ New Custom View**.
*   Fill in the required details.
*   Click **Save**.

![Custom View](/books/help/images/purchase-order/custom-view-po.png)

**Name**  
Enter a name for your custom view. If you use this custom view frequently, you can select the **Mark as Favorite** option.

**Criteria**  
Add criteria for the custom view based on the fields in the purchase order. You can add multiple criteria by clicking **\+ Add Criteria**.

**Column Preferences**  
Choose the fields to be displayed in the custom view that you’re creating. You can move fields in the **Available Columns** to the **Selected Columns** by clicking the **+** icon next to them.

**Share Custom View**  
Choose the user who gets access to this custom view.

This custom view will be shown when you click the **All Purchase Orders** Made dropdown in the Purchase Orders module.

You can edit this custom view by clicking the **Edit** icon next to the custom view.

![Edit](/books/help/images/purchase-order/edit-cf.png)

To delete the custom view:

*   **Edit** the custom view.
*   Scroll to the bottom of the page and click the **Delete** button.
*   Click **Yes** to confirm.

![Delete](/books/help/images/purchase-order/delete-cf.png)

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## Sort Purchase Orders

You can sort the purchase orders based on their different columns or fields. Here’s how:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the column which you want to sort.
*   The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

![Sort](/books/help/images/purchase-order/sort-po.png)

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## Rearrange Columns

In the Purchase Orders module, you can choose the fields to be displayed in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the **Table** icon in the left side of the page.
*   Select the fields that you want to display.
*   Rearrange the order of the columns by dragging and dropping the icons next to them.
*   After making the changes, click **Save**.

![Rearrange](/books/help/images/purchase-order/rearrange-po.png)

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## Export Current View

If you have [filtered](/en-fr/books/help/purchase-order/manage-po.html#filter-po) your purchase orders, or [rearranged](/en-fr/books/help/purchase-order/manage-po.html#rearrange-po) the columns in your purchase orders, then you can export that particular view of your purchase order. Here’s how:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Current View**.

![Export Custom View](/books/help/images/purchase-order/export-cv.png)

*   Select the format for export under **Export As** and enter a **Password** to secure your export file.
*   Click **Export**.

![Export](/books/help/images/purchase-order/export-cf2.png)

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## Refresh List

You can refresh the list of your purchase orders. Here’s how:

*   Go to **Purchases** > **Purchase Orders**.
*   Click the **More** icon in the top right corner of the page.
*   Click **Refresh List**.

![Refresh](/books/help/images/purchase-order/refresh-po.png)

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**Next >**  
[Other Actions in Purchase Orders](/en-fr/books/help/purchase-order/other-actions.html)

**Related**

*   [Overview - Purchase Orders](/)
*   [Basic Functions in Purchase Orders](/en-fr/books/help/purchase-order/basic-functions.html)
*   [Functions in Purchase Orders](/en-fr/books/help/purchase-order/functions.html)
*   [Purchase Order Preferences](/en-fr/books/help/purchase-order/preferences.html)