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View purchase orders

Browse and review purchasing data

Written by Christy Umberger

You can view your purchase orders and their related details in the new desktop experience without switching back to Limble legacy.

This is a view-only feature currently, so you can browse, search, and review purchasing data, but you cannot create, edit, or delete purchase orders yet.


Review your purchase orders

  1. Go to the Purchasing page from the left navigation menu.

  2. Review the Purchase orders list, which shows the details for each purchase order.

  3. Click Open items to expand the items included, such as parts, services, costs, and any associated tasks.

  4. Click Open items again to collapse the items.

You can search the purchase order list, but filtering is not available yet.

Review a purchase order's details and activity

  1. From the Purchase orders table, click the purchase order number to open its details.

  2. From the Details and items tab, you can:

    • Click Vendor to review the related vendor.

    • Use the Search field to search the Items table.

    • Click on a linked part, to open the part's information.

    • Click on a linked task to open the task associated with the purchase order.

    • Add notes to the vendor.

  3. At the top of the page, click the Activity tab. From Activity, you can:

    • Review purchase order activity and history

    • Click Add activity to add a comment to the purchase order.

To create, edit, or delete a purchase order, return to Limble legacy.

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