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How to export a list of Purchase Orders
How to export a list of Purchase Orders
Updated over a week ago

Goal:

  • Download the list of all open Purchase Orders

  • Export a list of all closed Purchase Orders

  • View a list containing all Purchase Orders that have been partially received

  • Filter the export report by pending and partially received POs

  • Create a report by using the Export Data tool

  • Is There a Way to Mass Download all my Purchase Orders as PDFs?

Steps:

  1. Go to SettingsExport Data under Tools

  2. Select Prepare CSV next to Purchase Order Items

  3. Select the Item Status dropdown menu and choose a Status* to filter by

  4. Use the Date Created filter to narrow down your results further

  5. Then, select Export CSV

  6. Open the downloaded file from your computer

Item Status

  • Purchased - all Purchase Orders created.

  • Pending Received - all Purchase Orders that are still open and not received.

  • Partially Received - all Purchase Orders that are partially received.

  • Fully Received - all Purchase Orders that are closed or fully received.

Additional Information:

  • Only users with Export Data permission under Settings will be able to perform the following steps.

  • At the current time, it is not possible to export the data in PDF format

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