Export Your Potential Purchase Orders for your Suppliers

If you need to let your suppliers what you may order if you get a contract, you can now export a list of the all the products you may order from them without creating POs.

The system can produce an Excel file with all the items in, either individually or totalled up by product.

To do this:

  • Select the Quotation
  • Click on Convert to New Purchase Order
  • Select the supplier(s)
  • Select whether to have totals by product or leave as individual items using the tick boxes at the top.
  • Click on Export Items
  • Click Cancel to stop any PO’s being created

If you have set the default supplier or selected the supplier in the drop down, it will appear in the file.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s