In CostMiner, all purchase orders for a job are visible in the right-hand Purchase Orders panel within the Job Estimate screen. This panel gives you a clear summary of each order and tools to manage multiple orders efficiently.
1. Status Indicators
Each purchase order is color-coded to reflect its current status:
- Draft (Yellow) – The order has been created but not yet sent.
- Sent (Green) – The order has been finalised and sent to the supplier.
- Delivered (Blue) – The order has been marked as delivered.
These visual cues make it easy to see the progress of all orders at a glance.
You can also filter orders by status using the Draft, Sent, and Delivered buttons located at the top of the panel. Clicking these buttons will display only orders that match the selected status.
2. Filters and Search
- Use the search bar at the top of the panel to quickly locate purchase orders by supplier name, order number, or keywords.
- This is helpful when managing many orders across a large project.
3. Bulk Actions and Order Management
You can perform actions on one or more purchase orders using the checkboxes and dropdown menu at the top of the panel:
- Select Multiple Orders – Hold Shift and click to select multiple purchase orders in the list.
- From the dropdown menu, choose one of the following options:
- Purchase Orders – Generate or print selected purchase orders.
- Requests for Quote – Create quote requests.
- Variation Orders – Manage changes to existing orders.
- Work Orders – Generate work orders if needed.
- Print or Export – Use the printer icon to print selected orders.
- Delete – Remove draft orders if no longer required.
Only draft orders can be deleted. Sent and delivered orders are locked for historical accuracy