Efficiently managing purchase orders is crucial in the dynamic environment of SIX ERP, playing a significant role in optimizing procurement workflows and enhancing productivity. This guide explores the intricacies of Purchase Order Filtering and Searching within SIX ERP, highlighting the differences between these features and how to utilize them for superior purchase order management.
Filtering and Searching fulfill unique purposes, each crafted to facilitate rapid and efficient navigation through a multitude of purchase orders.
Filtering: This technique involves narrowing down the list of purchase orders by applying specific predefined criteria, allowing for the isolation of subsets of orders that match particular conditions. This makes the review process more targeted and manageable.
Searching: Searching entails looking for purchase orders based on keywords or specific information. It is crucial for finding orders that contain certain texts or details, irrespective of their status or category.
Within the complex ecosystem of SIX ERP, purchase order filtering and searching act as essential tools, directing you to the exact information needed at the moment. Use these features to cut through the noise and focus on what's important.
To access the Purchase Order Filtering options, navigate to the Purchase Order List within SIX ERP. The Filter Icon, located at the top right of the interface, is your entry point to a broad array of filtering options. Clicking on this icon reveals various parameters to refine your search, making the management of your purchase orders more efficient.
By Not Sent Status: Filter purchase orders that have not yet been sent to suppliers, aiding in tracking and management before final confirmation.
By PO Invoiced: Select purchase orders that have already been invoiced, facilitating financial tracking and follow-up.
By PO Not Invoiced: Isolate purchase orders that have not yet been invoiced, streamlining financial planning and management.
By Status: Narrow down purchase orders based on their lifecycle stage - New, Confirmed, Cancelled. This feature offers quick insight into orders at different phases of the procurement process.
By Sales Agent: Filter purchase orders by the responsible sales agent, assisting sales managers in oversight or enabling agents to monitor their active orders.
By Year: Apply a time filter to organize purchase orders by their creation year, useful for historical analysis or managing orders across fiscal periods.
Enhance the effectiveness of Purchase Order Filtering by:
Select the Filter Icon: Engage your desired filters from the dropdown menu, customizing your view to meet specific needs.
Combining Multiple Filters: For more refined results, apply multiple filters simultaneously. For example, you could filter by status and sales agent to view all orders managed by a specific agent within a certain status.
Applying Filters: Once filters are set, the Purchase Order List will refresh to only show orders that align with your specified criteria.
Purchase Order Filtering and Searching in SIX ERP are invaluable for efficiently organizing and navigating through purchase orders. By mastering these functionalities, you can enhance your management approach, ensuring prompt actions and improving the procurement cycle. Filtering allows for broad categorization based on established criteria, while searching is excellent for pinpointing orders with specific details, providing the flexibility needed to adapt your management strategy to purchase order handling.