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Export a Purchase Order Data File

Duoplane Retailer and Vendor accounts
Available on all plans

Duoplane makes it easy to download order information in a standardized PDF or CSV format. 

You can also setup a vendor with a custom order file to export the information in that format and to allow the vendor to export the information in that format. Information on setting up a vendor's PO format can be found here. 

To download a set of purchase orders in the customized format:

The vendor purchase order file will need to be configured before you can download a Custom data file.

If you are logged in as a retailer

  1. Navigate to Orders > PO Search.
  2. Fill in any search criteria in the search form and hit "Search".

  3. To download the data in a vendor's customized format, you'll want to select that vendor in the "Vendor" search field, select the vendor whose customer purchase order file you wish to download.

    purchase_order_search_with_vendor.png

  4. Click "Search". 
  5. When the search results appear, click the "Downloads" dropdown.
  6. If downloading a PDF or standard CSV file, click "PDF" or "CSV". 
  7. If downloading a vendor specific format, select "Custom data file for: [vendor name]"

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download_custom_purchase_order_file.png

If you are logged in as a vendor

  1. Navigate to Orders > Search Orders.
  2. Fill in any search criteria in the search form.
  3. When the search results appear, click the "Downloads" dropdown.
  4. Select your format - "PDF", "CSV", or "Custom PO data file".