The purchase dashboard

The purchase dashboard is your home base for procurement, a set of tabs across every purchase area, scoped to a business unit, with search and date filters to find records fast.

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Add a screenshot here: the purchase dashboard showing the tab strip, the business-unit switch, the search box and the date filter, with the Overview content tab active.

Tabs

A navigation strip runs across the top of Purchasing, giving you one click access to each area: requisitions, RFQs, purchase orders, goods receipts, vendors, MRP, average price, vendor summary, vendor invoices and debit notes.

• Tabs you don’t have permission to see are hidden, not greyed out.
• The tab you’re on is reflected in the page link, so you can share a link that opens the same tab.
• On narrow screens the tab strip scrolls sideways, and you can move across tabs with the arrow, Home and End keys.

Business-unit switch

If your organisation runs more than one business unit (for example Pump and Valve, or separate divisions with their own vendors, warehouses and approvers), a switch at the top of Purchasing scopes everything you see to one unit.

• Switching business unit filters the dashboard figures, the purchase-order list, MRP and the analytics.
• Your active business unit persists as you navigate and shows as a badge. It’s remembered on this device (in your browser), not tied to your login profile, a colleague on another machine keeps their own selection.
• If your organisation has only one business unit, no switch appears.

The dashboard also has two content tabs, Overview and Vendor Details: and the one you’re on is reflected in the page link, so a shared link opens the same tab. Each tab loads its own page quickly.

Search

Search finds orders quickly by matching:

• PO number
• Reference
• Vendor name or code
• Item code or name
• Receiving warehouse

Search is case-insensitive and matches partial text. It combines with your active business unit and every active filter (all conditions must match). Clearing the search box restores the full list, and cancelled or deleted orders never appear. If nothing matches you’ll see a clear “no POs found”.

Date filter

A date-range filter sits beside search and filters documents by their PO raised date.

• Presets: today, this week, month-to-date, this quarter, financial year, last 30/60/90 days, plus a custom range.
• The Financial Year preset uses the Indian FY (April, March).
• A custom range start can’t be after its end, that’s checked as you type.
• The filter combines with search and the other filters, and a Clear control resets to all dates.