THE PURCHASE ORDER WORKSPACE

Less searching.
More moving forward.

Your customer quotations, purchase orders, and conversations. Connected in one workspace.

DOCUMENT DETAILS

WORKSPACE GUIDE

Find it faster.

01

Start with one detail

A customer, product, or part of a reference number is enough. References need at least three characters.

02

Narrow it down

Combine filters, add a value range, or use advanced filters for dates and document types.

03

Ask in your own words

When AI is enabled, describe the order you need. Review the filters and document references in its response.

04

Go from result to source

Select a document title for extracted details and line items. Open the original to see the source file.