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:
- In Paladin, from the main menu, select Maintain > Data Viewer.
- In the Data Viewer window, select the Purchase Orders tab.
- 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).
- You will see a list of purchase orders in the Purchase Orders pane.
- Click a purchase order to select it.
- 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.
- To export the purchase order item information in the table to Microsoft Excel, click Export Inventory.
- 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.
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Printed on: 5/18/22