Use badges on the Purchase Orders page to instantly filter documents by critical criteria: “Draft” status, your purchase orders, overdue deliveries, or partial receipts. This allows you to highlight, with a single click, the purchase orders that require your immediate attention.
A badge is a system filter with preset parameters that lets you sort purchase orders by the most popular filtering criteria with a single click.
There are 4 badges for purchase orders in total: New, My orders, Overdue, Partially posted.
☝️ Please note that you cannot create your own badges or edit existing ones. You can only use existing filters to view the list of purchase orders for suppliers based on specific criteria.
Which badges are available for purchase orders
The New badge shows the number of purchase orders to the supplier that are in the “Draft” status. This allows you to quickly find incomplete documents to finalize, review, or delete them.
The My orders badge shows the number of documents you have created. This filter does not include documents in statuses from the “Closed” and “Dropped off” groups.
The Overdue badge shows the number of orders with an overdue expected delivery date. This allows you to quickly identify purchases with missed delivery deadlines and provide the buyer or logistics specialist with a brief list of problematic deliveries.
This badge does not include:
documents with the statuses “Closed” or “Dropped off” (since work on them is complete);
documents without a filled-in expected delivery date.
The Partially posted badge shows the number of purchase orders from suppliers for which the posting process has already begun but is not yet fully completed. This allows you to quickly identify documents where the posting process has already started but is not yet finished.
Important: For an order to be included in the badge, at least one posting must be created. After that, it will remain in the badge until it is changed to any status from the “Closed” or “Dropped off” groups.
How to manage the list of purchase orders using badges
Click on the desired badge to filter the list of documents. The active badge will remain highlighted, while the others will become less prominent—this helps you quickly see which filter is currently applied.
To remove the filter, click on the badge again.
FAQ
Why don’t I see a badge above the order table?
Badges appear only when there are at least one or more purchase orders in the system that meet the conditions of that badge (for example, if there are no overdue purchase orders, the “Overdue” badge will not be displayed).
Can I change the colors or names of system badges?
No, badges are system-wide. Their names, colors, and logic are fixed for all users.
How can I make purchase orders disappear from the “Overdue” badge?
To do this, you need to either change the “Expected delivery date” to a future date or move the purchase order to a status in the “Closed” or “Dropped off” groups.
Are purchase orders that I canceled displayed in the “Partially posted” badge?
No, as soon as a purchase order changes to the “Dropped off” (canceled) status, it is automatically removed from all active badges.