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.

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 “” Button in the Detail Form footer.

3. The file will download automatically.

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 ““ Button in the Detail Form footer.

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