Search, filters & saved views

The purchase order list has a search box, a set of filters, and named presets that save a filter set (including the search term) for everyone in the shop to reuse.

Searching the list

Type into the search box to match against the PO name, ID, supplier, SKU, reference, or supplier instructions. The list updates shortly after you stop typing; clearing the box (the × inside it) updates immediately. The search term is shareable; it’s reflected in the page’s URL, so a bookmarked or copied link reproduces the same search.

If the normal search can’t find what you’re after, use Deep search beside the search box; see below.

AI search

Instead of building filters by hand, you can describe the orders you want. Click into the search box and press Tab (or click the light-blue Tab: try AI search badge; on a phone or tablet, tap AI search), type a request in English and press Enter. A preview shows the filters it understood (status, supplier, destination, created by, payment status, tags and a date period on a date you name), and nothing changes until you click Apply. For example:

“unpaid draft or sent POs from Acme going to Berlin, created last month”
“urgent unpaid orders from Kessler”

The applied filters are ordinary chips you can edit or save as a preset. If you don’t see the badge, AI search isn’t enabled for your shop yet. See Find orders with AI search for how to write requests, review the preview, and what it doesn’t handle yet.

Deep search

Deep search looks in the places the list search never touches. Click it next to the search box and the Search all purchase order data dialog opens: “Find references across orders, products, documents, shipping, invoices, payments, and optional manual comments.”

Search term: a PO number, SKU, tracking number, invoice number, and so on. Three characters minimum (two for a purely numeric term), and one pass looks at up to 200 matching orders.
Also search comments: off by default. Ticking it additionally reads the manual comments on each order’s Notes & Activity Log. That’s slower, so it runs with a Checked N of M progress bar you can stop at any time, and it’s limited to the 1,000 most recent matching orders (the dialog says when it’s capping). Results found before you cancel are kept.
Use current list filters: shown only when the list already has filters, and ticked by default. It scopes the search to the current status, supplier, payment, and date filters.

Results come back as a table of Purchase order, Supplier, Status, and Matched in, with the matching text quoted underneath and your term highlighted inside it. Matched in names the area that matched (PO number, PO name, Supplier reference, SKU, Barcode, Product, Supplier instructions, Document, Tracking number, Carrier, Invoice number, Payment notes, Comment, and more) with a “+N areas” badge when an order matched in several places. Orders whose number or name match the term exactly are ranked first, then partial matches on those, then product, supplier-instruction, document, shipping, and payment matches. Click the arrow on any row to open that order.

Adding and editing filters

Click + Filter to open the filter picker: choose a field, then set its value. Each active filter appears as a chip below the toolbar; click a chip to edit it, or the × on the chip to remove it. Clear all removes every filter and the search term in one step.

Available filters

Status: one or more PO statuses (Draft, Sent, Partially Confirmed, Confirmed, In Progress, Partially Received, Received, Completed, On Hold, Disputed, Cancelled).
Supplier: one or more suppliers.
Destination: one or more Shopify locations, plus two pinned entries for the orders that have no location of their own: Dropship, matching every dropship PO, and At supplier, matching every PO delivered to another supplier. Both pinned entries work on any plan, so you can always find these orders even if your plan no longer lets you create them.
Created by: one or more of the people who have created purchase orders in your shop. The list is built from the orders themselves, so it only offers names that actually appear on one. The purchase order list also has a Created by column; orders created before this was recorded show a dash.
Payment status: Paid or Unpaid. See Payments for how a PO’s paid status is determined.
Date: a date range, with quick choices for Today, Last 7 days, Last 30 days, Last 365 days, This month, and Last month, alongside custom from/to dates. Last 365 days includes today and the preceding 364 calendar days. On narrower windows, the calendar shows one month at a time; use the arrows to move between months.

Saving a filter set as a preset

Once your filters or search term differ from whatever preset is currently active (or from All, the unfiltered default), a Save button appears next to the filter bar:

Save overwrites the currently active preset with your current filters and search term.
Save as… prompts for a name and creates a new preset, which becomes the active one.

A preset saves the whole query: every active filter and the search box’s contents. Selecting a preset later applies both; selecting All clears both.

Setting a shop default

Open the preset switcher and use the star action on a preset to make it the shop’s default. The starred preset’s filters and search term are applied automatically the next time anyone opens the purchase order list with a plain, unfiltered link; a link that already carries filters or a search term (a bookmark, a shared link) always takes priority over the default.

Only one preset per shop can be starred at a time; starring a different one clears the previous default.

Renaming and deleting presets

Both actions are available from the preset switcher. Deleting the preset you currently have selected drops the switcher back to All, but leaves your current filters and search term exactly as they were; only the saved preset itself is gone.

Edge cases & current behavior

A shared link can name a preset that’s since been deleted. The link still applies whatever filters and search term it carried; the switcher just falls back to showing All since the preset it pointed at no longer exists.
The purchase order list no longer supports the older, browser-only “Save Filters” default. Filter presets are now saved to the shop, not to your browser, so they’re the same for you on any device and for every other operator. The Supply Orders → Orders tab still uses that older browser-local mechanism, so a Save Filters button there behaves differently from the presets described on this page.

Last updated: 9 October 2026