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Purchasing – Exporting and Printing

This guide covers how to export line items to Excel and generate a PDF of a Purchase Order for printing or sharing with suppliers.

table_view_40dp_666666.png Export Line Items to Excel

Use this option to download a spreadsheet of all line items from the Purchase Order, including quantities & pricing.

  1. Open the relevant Purchase Order.

  2. Click the “ table_view_40dp_666666.png ” Button in the Detail Form footer.

  3. The file will download automatically.


print_40dp_666666.png Generate a Purchase Order PDF

Create a printable PDF version of the Purchase Order, which includes supplier details, line items, and total cost.

  1. Open the relevant Purchase Order.

  2. Click the “ print_40dp_666666.png “ Button in the Detail Form footer.

  3. The system will generate a formatted PDF, ready to print or download.