How to Download Purchase Orders and Work Orders into Excel

How to Download POs and WOs into Excel

If you ever need to download a purchase order or work order, the simplest way to do that is to go to your Orders tab, then go over the top for Purchase Orders and Work Orders tabs.

You can choose from either one of them. Click on the Filter tab to filter by different statuses or criteria, as there are many data to choose from.

On the Columns tab, you can also adjust which data is showing, and you can turn them on or off accordingly. You can also move the arrangement of the columns depending on your preference.

Once you get your columns and filter set up, go over to the Export to Excel button (cloud icon).

You can download either format, Export Current View or Bulk Import Format, by clicking the download button. The same method works for the Purchase Orders and Work Orders tab.