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Export a Purchase Order

Formats

You can export a purchase order to the following formats:

  • PDF: portable document format by Adobe
    A document template is provided and preconfigured. Note that the template can be customized (per supplier if necessary) and you can contact pixi Support/Consulting for individual configuration of the template.

  • CSV: comma separated values file, can be used in spreadsheet editors (for example, Microsoft Excel)
    When you export a purchase order, only the order lines table is exported in a predefined format. Header information is not included in the export file.

  • RTF: rich text format, can be used in text editors (for example, Microsoft Word)
    A document template is provided and preconfigured. You can customize the exported document in your text editor.

  • XLSX: Format for use in spreadsheet programs (e.g. Microsoft Excel).


Export

To export the purchase order:

  1. In the navigation, click Purchasing and click Purchase Orders.

  2. In the list of orders, select a purchase order you want to export. You can also open the required purchase order.

  3. Point to Export and click Export as PDF/CSV/RTF/XLSX (select one of these options).

  4. Based on your browser and operating system, you can open or save the file.


Exported CSV Data Fields

A CSV export includes the following data fields:

  • Customer Number

  • Purchase Order Nr.

  • External Order Nr.

  • Int. Item Nr.

  • Item Name

  • Ordered Q

  • Sup. Price

  • Currency

  • Delivery Date

  • Sup. Item Nr.

  • Barcode

  • Ordered Q (PU)

  • PU

  • Discount

  • Discount type

  • Total

  • Comment