Overview
This beta feature allows users to take bulk actions on Purchase Orders from the Purchase Orders table view. With this feature enabled, users can:
Export multiple POs as individual PDFs in a .zip archive
Approve multiple pending POs at once
Reject multiple pending POs at once
This streamlines purchase order management and is especially useful for finance, ops, and procurement teams reviewing large volumes of POs.
How to Use Bulk Actions for Purchase Orders
1. Navigate to the Purchase Orders Table
Go to: Inventory > Purchase Orders > All Incoming (POs & TOs)
2. Select Purchase Orders
Use the checkboxes in the left column to select one or more POs.
3. Click “Bulk Actions”
A dropdown will appear with the following options:
Export PDFs
Downloads a
.zipfile containing separate PDF files for each selected PO.File names match the PO number (e.g.,
548.pdf,549.pdf).
Approve
Immediately approves all selected POs that are in “Pending Approval” status.
Reject
Rejects all selected POs that are pending approval.
Best Practices
Double-check selected POs before approving or rejecting in bulk. These actions are irreversible.
Use filters (e.g., Approval Status = Pending) to quickly isolate POs eligible for bulk action.