Export purchase orders

Export purchase orders

Overview

You can export Purchase Order data from within Cin7 Omni. This might either be everything on the purchase order list page, or all of the details for each order and item.

Export the purchase order list

Exporting the Purchase Order list exports all the information seen in the Purchase Order list page. Any filters applied to the list page will also affect the data that is exported. For example, to only export open orders, filter the list for open orders only.

To export the Purchase Order list:

  1. Navigate to Purchase Orders. From the Order List page, select Actions.

  2. Select Export Purchase Orders List.
    A spreadsheet will be downloaded.

 

Each purchase order will comprise one row in the exported spreadsheet.

Export purchase order details

Exporting Purchase Order details provides a detailed export of each order and line item.

To export Purchase Order details:

  1. From the Order List page, select Actions.

  2. Select Export Purchase Orders Details.

  3. In the following page, select the items you would like to export.
    There are four fields that must be exported.

  4. Select Export, and in the following page, select Export again.

Each purchase order will comprise one line in the exported report.

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