How do I find a Proforma Invoice (PI) or PO for a specific company (header), customer email, country, or date range?

Use [Filter] next to the search field in the list, not by typing a company name in the search field (the search field cannot find companies): 1. In the left menu, go to [Trading Process] → [Proforma Invoice (PI)] or [PO]. The [Sent] tab shows documents you created; [Received] shows documents from others. 2. Click [Filter] to the right of the search field. A filter panel will open on the right side. 3. Set your filter criteria: [Buyer Company] or [Seller Company] to select the company name (the header on the document); [Buyer E-Mail] / [Seller E-Mail] to select the other party's contact email; [Buyer Country] / [Seller Country] to select the country; [Creation Date] to set start and end dates; [Status] to further filter by Editing, Discussing, Archived, or Canceled. 4. The list updates as you change conditions. The panel shows the total count at the bottom. Click [Done] to close the panel and click on a document number to open it. The options in the panel refer to the "other" party: when filtering Sent PI or Received PO, you're filtering by buyer; when filtering Sent PO or Received PI, you're filtering by seller. To clear all conditions, click [Clear All] next to the condition tags in the panel or at the top of the list. Quotation management and Inquiry also have [Filter] (Status, Other Company, Creation Date).