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  1. Exporting Data
  • December 22, 2022 21:35
  • Updated

How to export a list of Purchase Orders

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 Settings → Export 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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