Export a Purchase Order Data File

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:

Please note that the vendor purchase order file will need to be configured before you can download a Custom data file.

If you are logged in as the 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.
   
   

   
   
   

    

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]"

If you are logged in as the 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".