Follow

How to: Export purchase order data from ShippingEasy

Created:   |   Updated:

ShippingEasy gives you the option to export your purchase orders via CSV. This is helpful when you need to enter your stock purchase details into your accounting system at the end of the month. The process is simple - you can download all or a filtered group of your purchase orders with just a couple of clicks from the Purchase Orders page.

How to: Export a CSV file of all Purchase Orders

  1. Navigate to the INVENTORY tab and click on PURCHASE ORDERS from the drop down.
    Screen_Shot_2019-01-22_at_3.29.44_PM.png
  2. Click on the Download Purchase Orders link under the grey Create Purchase Order button from the top of the Purchase Orders page. Screen_Shot_2019-01-22_at_3.36.13_PM.png
  3. Select All Purchase Orders from the drop down that appears.
    all_purchase_orders_export.png
  4. ShippingEasy will send you an email with the CSV document. It can take a while depending on how many purchase orders are being downloaded. This following data is included in the download:
      • *Date Created
      • *Purchase Order ID
      • *Payment Terms
      • *Status: Open, Partially Received, Complete, Closed
      • *Expected Delivery: the date entered for expected delivery
      • *Supplier
      • *To Name
      • *To Email: the email address the Purchase Order was sent to
      • SKU: there will be a line for every SKU on the purchase order
      • Item Name
      • SKU Ordered: quantity of the SKU ordered
      • SKU Received: quantity of the SKU received
      • SKU Awaiting: quantity of the SKU awaiting receipt
      • Unit Cost: unit cost of the SKU on the purchase order
      • SKU Total: total cost of the SKU ordered
      • *Total Ordered: total quantity of units ordered across all SKUs on the purchase order
      • *Total Received: total quantity of units received across all SKUs on the purchase order
      • *PO Subtotal: total cost of the units ordered across all SKUs on the purchase order
      • *Shipping & Handling: the shipping & handling cost entered for delivery
      • *PO Total: PO Subtotal + Shipping & Handling
      • *Notes: anything entered into the "Notes" field on the purchase order
    NOTE: any column marked with an asterisk * will display the same values for all rows when there are multi-SKU purchase orders.

How to: Export a CSV file of specific Purchase Orders

  1. Navigate to the INVENTORY tab and click on PURCHASE ORDERS from the drop down.
    Screen_Shot_2019-01-22_at_3.29.44_PM.png
  2. You can filter your purchase orders using the options from the left-hand side. 
    filter_purchase_orders_options.PNG
  3. Once you have filtered for the purchase order(s) you want to export, click on the Download Purchase Orders link under the grey Create Purchase Order button from the top of the Purchase Orders page. Screen_Shot_2019-01-22_at_3.36.13_PM.png
  4. Select Filtered Purchase Orders from the drop down that appears.
    filtered_purchase_orders_drop_down.png
  5. ShippingEasy will send you an email with the CSV document. It can take a while depending on how many purchase orders are being downloaded. This following data is included in the download:
      • *Date Created
      • *Purchase Order ID
      • *Payment Terms
      • *Status: Open, Partially Received, Complete, Closed
      • *Expected Delivery: the date entered for expected delivery
      • *Supplier
      • *To Name
      • *To Email: the email address the Purchase Order was sent to
      • SKU: there will be a line for every SKU on the purchase order
      • Item Name
      • SKU Ordered: quantity of the SKU ordered
      • SKU Received: quantity of the SKU received
      • SKU Awaiting: quantity of the SKU awaiting receipt
      • Unit Cost: unit cost of the SKU on the purchase order
      • SKU Total: total cost of the SKU ordered
      • *Total Ordered: total quantity of units ordered across all SKUs on the purchase order
      • *Total Received: total quantity of units received across all SKUs on the purchase order
      • *PO Subtotal: total cost of the units ordered across all SKUs on the purchase order
      • *Shipping & Handling: the shipping & handling cost entered for delivery
      • *PO Total: PO Subtotal + Shipping & Handling
      • *Notes: anything entered into the "Notes" field on the purchase order
    NOTE: any column marked with an asterisk * will display the same values for all rows when there are multi-SKU purchase orders.

Comments

Please sign in to leave a comment.




Community    browse  

COMMUNITY FORUMS
FEATURE REQUESTS

Questions & Answers

Issues & Bugs

Productivity

Partners

Shipping

Inventory

Marketing