How to: Export a Purchase Order

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ShippingEasy's Inventory Management solution simplifies the task of generating purchase orders.

After you've created a Purchase Order in ShippingEasy, you'll want to send it directly to your Supplier. ShippingEasy allows you to download a PDF version of your Purchase Order so that you can easily email, fax or mail it to your Supplier. 

To export a Purchase Order:

  1. Access your Purchase Orders by one of two ways - from the INVENTORY dashboard or the navigation menu:
    From the INVENTORY dashboard
    1. Click the INVENTORY tab on the blue navigation menu and select View All POs from the right-hand side.

    From the navigation bar:
    1. Click the INVENTORY tab on the blue navigation menu and select PURCHASE ORDERS from the drop down menu.

  2. From the PURCHASE ORDERS page, you can export a Purchase Order by one of two ways - from the PURCHASE ORDERS overview page or the specific details page:
    From the PURCHASE ORDERS overview page:
    1. Locate the Purchase Order you need to export from the table. Then locate the "Actions" column and select the paper icon. 
    From the details page for a specific Purchase Order:
    1. From the PURCHASE ORDERS overview page, click on the Purchase Order ID that you need to export. This will direct you to the specific Purchase Orders details page.

    2. Click the ACTIONS button and select Open PDF from the drop down menu.
  3. A new tab will open up with a PDF version of your Purchase Order.

  4. You can now select to download, then print or email your Purchase Order to your Supplier.  

You've successfully exported your Purchase Order. Next, you'll want to prepare to receive the stock.


Related articles:

How to: Receive stock on a Purchase Order
How to: Create a Purchase Order
How to: Display pack quantity on Purchase Orders
How to: Edit a Purchase Order
How to: Email a Purchase Order

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and our Customer Success team will be happy to assist.

ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

Trial accounts may email or call ShippingEasy's Sales Team.
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Fully registered accounts may email, call, or chat with our Customer Success team.
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