Accessing Custom Views
To access custom views, navigate to the Purchase Orders section. You'll find the Views panel at the top of the table, where you can select or create a new view.
📌 See image below for reference:
Creating a Custom View
Click the ➕ (plus) icon next to "Views" to create a new view.
A new tab will appear labeled "New View #" with a dropdown arrow. Click the arrow to open the view settings.
Adjust Your View Name and Visibility:
Name – Edit the view name for easy reference.
Checkbox: "Select this view when the page loads" – Enable this if you want this view to be your default.
Click Update View to save the initial setup.
Apply Filters – Add filters like date, status, and supplier as you would with any view.
Finalize Your View:
Click the dropdown arrow again.
Click Update View to save the filters and settings.
⚠️ Important: If you don’t click Update View after setting filters, changes won’t be saved.
Managing Your Views
Edit: Open a saved view, make changes, and click Update.
Delete: Click the dropdown arrow, then select Delete to remove a view.
Set as Default: Check the "Select this view when the page loads" option to make it the default view.
FAQs
Q: Can others see my custom view?
A: No. Custom views are only visible to the user who created them. Every user can create their own views based on their preferences.
Q: Do I need special permissions to create a custom view?
A: No. Anyone with buyer or supplier access can create and manage their own custom views.
Q: Why aren’t my filters being saved?
A: Be sure to click the Update button after applying filters. If the dropdown menu is closed, reopen it to ensure the settings are properly saved.
Q: Is this feature available only in the buyer portal?
A: No, this feature is available to both buyers and suppliers who have access to their respective portals.