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Purchase Order

Menu Purchases → Purchase Orders (`/purchase/orders`). Create supplier orders with parties and items, manage draft/approve, share/download, and Generate Purchase Invoice when goods/bills arrive.

List

Purchase Order List

The Purchase Order list shows Purchase Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.

Overview & toolbar

  • Heading: Purchase Order with Purchase Order Overview (Compared to last quarter)
  • Search: Search order
  • CTA: Create New PurchaseNew Order
  • Toggle table and card (grid) views
  • Empty: Please click create new purchase order → + Create New Purchase order

Product screenshot coming soon

Overview KPIs sit above the list so order volume and amounts are visible before you filter.

Columns & status filters

  • Columns: Supplier Name, Order Details, Category, Status, Order Amount, Actions
  • Status filter: All, Draft, Approved, Shipping, Closed (TDS tag may appear on rows)
  • Sort A to Z / Z to A on supported columns
  • Card view shows Order Number, Amount, Order Category, Order Status

Product screenshot coming soon

Filter to Draft when you need to finish or share unfinished orders; Approved for convert-ready POs.

Row & bulk actions

V

View

Opens Purchase Order Preview (PDF, share, convert).

E

Edit / Copy

Edit the PO or Copy to start a new order from an existing one.

D

Download / Share

Go to preview so you can download PDF or share Email/WhatsApp with templates.

X

Delete / Export

Row Delete; bulk Delete and Excel Export when rows are selected.

Tip

Download and Share from the list open Preview — that is where template choice, WhatsApp, Email, and Generate Purchase Invoice live.

Frequently asked

Can I convert from the list card?+

Convert is driven from Preview via Generate Purchase Invoice (and related flows). Open View/Preview on the order first.

Related features

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