MobiWork offers powerful import and export options, thus allowing you to streamline your purchase orders without any difficulty. You can export your purchase orders into a PDF document or to an Excel document.

When exporting to PDF, your company logo, purchase details, unit prices, and more are clearly displayed for professional documentation. Excel exports provide flexibility, with options to include detailed data like product quantities and vendor information. You will also be able to import purchase order details into MobiWork, thus allowing you to add multiple purchase orders at once.

The following sections will highlight how to access and perform these functions.

You will be able to import or export your payments from the Payment feature page. To import or export your payments, simply click on the More Actions button and select the desired action from the drop-down:

You can import purchase orders from your Excel document. Please note that to import the purchase orders correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order):

You can use this method to upload multiple purchase orders at once.

Once you have entered the purchase orders in the Excel document correctly, you can upload that document to MobiWork:

1. First, access the Purchase Orders feature page. Please see the Purchase Order List section for more information on how to access this page.

2. When you are on the Purchase Orders feature page, select the More Actions button and from the drop-down click on the "Import From Excel" option:



3. Upload your Excel file to the drag & drop feature and then click on the Import button:



4. You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:



5. Once you are redirected to the Import Work Order Results page, click the Done button:



6. The newly uploaded purchase orders from Excel will then be displayed in MobiWork with your other purchase orders.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.

To export this file from the Purchase Orders feature page:

1. Select the purchase orders that you would like to export to Excel.

2. Please note that if you would like to export all your purchase orders into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Purchase Orders feature page. Likewise, if you do not select any entries ALL records will be exported:



3. Click on the More Actions button and from the drop-down menu select the "Export to Excel" or the "Export Details to Excel" option:



• The "Export Details to Excel" option will provide additional data including, needed by date, the quote invoice ID, product quantity, and more. The "Export to Excel" option will provide information about the purchase order ID, the purchase order description, the external ID, the needed by date, the vendor ID, the vendor name, and the purchase order date.

4. The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.

You can then use Excel to easily navigate through your company's purchase orders. You can then use Excel to easily navigate through your company's purchase orders.

Note: Please note that in the Excel document, a double asterisk (**) indicates a conditional field, while a single asterisk (*) denotes a required field.