Organize "Sent" folder by Purchase order number

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  • Updated 5 years ago
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Is there any way to break down the "sent" folder by Purchase order number? So the acknowledgent and ship notice are grouped together accordingly?
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Thomas Peirce

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Posted 5 years ago

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Fred, Customer Operations Analyst

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Hi Thomas,

Thanks for your post!  I think that's a good idea and we may be able to add that feature to WebForms in a future update. I will forward this on to our Product Management team for further consideration.

In the meantime, there are a couple of different things you might be able to try to help you sort your sent Folder by Purchase Order number.  The first way to do this would be to use the Label column of your account.  If you click in the a cell in that column, it will allow you to enter whatever text you would like for that particular document.  You could enter the the PO number in this field for your Purchase Order Acknowledgement/ASN/Invoice, then click on the up/down arrows to sort them.  This should allow you group the documents as you would like.  You could also use the 'Related Documents' option off of the 'Next Steps' menu off of the PO to find any documents you returned.

Please let me know if you have any questions about the labels!  Thanks!

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