From the Purchase Orders feature page, there are several different export and import options you can select from; you will be able to export your purchase orders to Excel or a PDF document. You will also be able to import your purchase orders with an Excel document.
The image below shows how to access the import or export functions from the Purchase Orders feature page:
Export into PDF
To export your purchase order into a PDF, you will first need to open the View Purchase Order pop-up window. From the View Purchase Order pop-up window, click on the Individual Actions and select the "Export to PDF" option from the drop-down:
- Please note that there are many ways that you can access the View Purchase Order pop-up window. Please see the View Purchase Order page for the different ways that you can open the View Purchase Order pop-up window.
Export to Excel
You can click on the More Actions button and from the drop-down select either the "Export to Excel" or the "Export Details to Excel" option.
Import From Excel
You can click on the More Actions button and from the drop-down select the "Export to Excel" or the "Import Details to Excel" option.
Your purchase order PDF will display your company image, invoice items and description, unit price, total, and more. You can send this PDF invoice to your customers or keep it for your records:
The image for your company logo will be displayed here; want to use another logo for your company? Please see Account Settings for further instructions.
Displays the purchase order number and the needed by date.
Displays your company name, contact information, and address.
Displays the vendor name, contact information, and address.
Displays the purchase orders items, unit price, the quantity, and the amount of the listed products being requested.
Displays the comments and description associated with the purchase order.
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:
First, access the Purchase Orders feature page. Please see the Purchase Order List section for more information on how to access this page.
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:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
- Once you are redirected to the Import Work Order Results page, click the Done button:
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:
Select the purchase orders that you would like to export to Excel.
- 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:
- 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.
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.