You can export inventory data and purchase order information for items in an open (confirmed) or saved (stored) purchase order into Microsoft Excel.

Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps.

To perform this:

  1. In Paladin, from the main menu, select Maintain > Data Viewer.
  2. In the Data Viewer window, select the Purchase Orders tab.
  3. In the Type list, select Open PO’s or Stored PO’s to display POs that are open (confirmed) or POs that have not been issued (stored).
  4. You will see a list of purchase orders in the Purchase Orders pane.
  5. Click a purchase order to select it.
  6. You will see a table that shows the inventory item data and the quantity ordered for each item in the selected purchase order. Note: The table rows may be wider than the Data Viewer window. To see all the values for each item, use the horizontal scroll bar at the bottom of the table.
  7. To export the purchase order item information in the table to Microsoft Excel, click Export Inventory.
  8. A Microsoft Excel icon displays on the bottom taskbar of your computer. Click the Excel icon to open the file.

If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/18/22