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Share Purchase Orders

In this help document, you’ll learn the different methods using which you can share purchase orders.

Download a Purchase Order as a PDF

To download a purchase order as a PDF:

  • Click Purchase Orders under Procurement.
  • Click the purchase order you want to download as a PDF.
  • Click the PDF/Print at the top and select PDF.
  • Click Save. The purchase order will be downloaded into your device.

Send a Purchase Order to a Vendor

To share purchase orders to your vendors:

  • Click Purchase Orders under Procurement.
  • Click the purchase order you want to send to your vendor.
  • Click Send Email. You’ll be redirected to the Email To page.
  • Verify the email’s details and click Send.

Export Purchase Orders

You can export the purchase orders created in your organization. Here’s how:

  • Click Purchase Orders under Procurement.
  • Click the More icon in the top right corner.
  • Hover over Export and select Export Purchase Orders.
  • Choose if you want to export All Purchase Orders or purchase orders added during a Specific Period.
  • If you chose Specific Period, select the Start Date and the End Date.
  • Select a Export Template if you want to export only specific fields of the purchase orders. If you don’t select any template, all fields will be exported.
  • Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
  • Check the Include sensitive Personally Identifiable Information (PII) while exporting option if you want to include Personally Identifiable Information (PII).
  • Enter the File Protection Password if you want to protect the export file.
  • Click Export.

To print a purchase order:

  • Click Purchase Orders under Procurement.
  • Click the purchase order you want to print.
  • Click the PDF/Print at the top and select Print.
  • Click Print again in the page that appears.
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