Here’s a quick overview of how to export your POs:
Navigate to the PO Section:
Go to the Purchase Orders tab to find all your orders.
2. Select the Desired Order:
Choose the PO you want to export. Double-check that all details such as supplier names, products, quantities, and prices are correct. Once verified, click on “Actions” at the top right-hand corner.
3. Choose Export Options:
PDF: If you want a quick, formatted document, select PDF. This will initiate an instant download of the PO in a readable format.
CSV: If you need the raw data, select CSV. This allows you to customize the information you want to include or exclude.
Exporting Directly from the Purchase Orders Page
If the order details are correct, you can quickly export the PO directly from the Purchase Orders Page:
Simply check the box next to the order you want to export.
Open the Actions menu and select Export.
This will download the selected PO as a CSV file.
Bulk Exporting Orders
If you need to export multiple orders at once, you can filter or search for them, select several POs, and export them all at once. Each selected order will be exported as an individual CSV file, making it easy to keep track of everything.
Thank you for reading this Help Center article! Our goal is to help you become an inventory pro. If you have any other questions, feel free to reach out to our team, book a meeting, or explore more of our Help Center for more guides on navigating and configuring Genie.
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