How do I export Purchase Orders into a spreadsheet?

If you use Ordoro to manage your ecommerce operations, you’ll likely find yourself needing to share or manipulate purchase order data. Whether it’s to collaborate with team members or upload the information into your preferred accounting software, exporting your purchase orders from Ordoro is a simple and effective solution.

In this guide, we’ll take you through the step-by-step process of exporting your purchase orders from Ordoro, making it easy to share and manipulate your data as needed.

Topics

How do I set up a PO export report?

1. Go to your Activity Menu -> Exports.

2. Click on Create a New Report.

3. Under Report Type select either:

  • Export Purchase Order Summary
    • Includes Supplier, Warehouse, and Purchase Order financial information
  • Export Purchase Order Detail
    • Includes the Summary information + SKU, Ordered Quantity, and Product Cost information

4. Fill in the following fields in the modal.

  1. Name
    • Enter the name you’d like for this report.
    • Example: Low Inventory Report
  2. Recipient Email Addresses
    • Enter the email(s) to receive the report. For a list of emails, use a comma to separate them.
  3. Email Subject Line
    • Customize the subject line of the report email.
  4. Send email only if data is reported
    • If selected, an email will only be sent if there are report results.
    • Example: If no orders shipped within the specified timeframe, the report won’t deliver as there aren’t any results.
    • If you wish to receive a report, even if there are zero results, do not select the checkbox.
  5. Frequency
    • The reports will initiate at varying times within the hour, determined by the last digit of your Support pin.
      • The list below shows when the report will begin generating:
        • Support pin ends in 0 = minute 0 (e.g., 12:00)
        • Support pin ends in 1 = minute 6 (e.g., 12:06)
        • Support pin ends in 2 = minute 12 (e.g, 12:12)
        • Support pin ends in 3 = minute 18 (e.g., 12:18)
        • Support pin ends in 4 = minute 24 (e.g., 12:24)
        • Support pin ends in 5 = minute 30 (e.g., 12:30)
        • Support pin ends in 6 = minute 36 (e.g., 12:36)
        • Support pin ends in 7 = minute 42 (e.g., 12:42)
        • Support pin ends in 8 = minute 48 (e.g., 12:48)
        • Support pin ends in 9 = minute 54 (e.g., 12:54)
    • Frequency Options:
      • Not Scheduled
      • Hourly
      • Daily
        • The timing is based on 12:00am UTC.
        • The report may run on the previous day, based on your time zone.
        • Example: 12:00am UTC on Wednesday = 7:00pm CST on Tuesday.
      • Weekly: runs on Sundays
        • The timing is based on 12:00am UTC.
        • The report may run on Saturday instead, based on your time zone.
        • Example: 12:00am UTC on Sunday = 7:00pm CST on Saturday.
      • Monthly: runs on the 1st of the month
        • The timing is based on 12:00am UTC.
        • The report may run on the final day of the previous month, based on your time zone.
        • Example: 12:00am UTC on the 1st = 7:00pm CST on the last day of the previous month
    • Export Purchase Order Summary: Includes Supplier, Warehouse, and Purchase Order financial information
    • Export Purchase Order Detail: Includes the Summary information + SKU, Ordered Quantity, and Product Cost information
  6. Report Type
  7. Interval
    • Interval Options:
      • Specific Date Range
      • Hour
      • Day
      • Week
      • Month
    • If you select Hour, Day, Week, or Month – then Ordoro uses your current time to run the report.
      • Example: if the current time is 9:18am, selecting “Hour” will return results from 8:18am to 9:18am.
    • Truncate to start of hour / day / week / month
      • By selecting this option, the report will run from the start of the chosen interval (minute 0) to the end of the same interval (minute 0).
      • Example: if the current time is 9:18pm, selecting the truncate option will return results from 8:00am to 9:00am.
  8. Time Zone
  9. Status: The PO statuses you can select from.
    • Unsent
    • Sent
    • Partial
    • Received
    • Canceled 
    • All
  10. Warehouses: Select each warehouse for the export. This is the warehouse set on the Purchase Order where goods will be received and stocked.
  11. Suppliers: This is the Supplier set on the Purchase Order.
  12. Save / Single Run
    • If you select Single Run, go to the Reports Activity Log to download the report once generated.
    • Otherwise, you can Save to schedule the report.

5. Once the report is complete, it is available in the Reports section. Click the CSV button. The file will automatically download to your computer.

PO Export Summary / Detail Column Headers

ColumnSummaryDetail
PO Number✓✓
Supplier Name✓✓
PO Created Date✓✓
PO Status✓✓
PO Sent Date✓✓
Number of Lines✓✓
Total Price✓✓
Product Subtotal✓✓
Discount✓✓
Shipping + Handling✓✓
Tax✓✓
PO Shipping Method✓✓
PO Payment Method✓✓
Receiving Warehouse✓✓
PO Instructions✓✓
 PO Estimated Delivery Date✓✓
Product Name✓
SKU✓
Supplier SKU✓
Line Ordered Qty✓
Received Qty✓
Remaining Qty✓
Supplier Unit Cost✓
Total Line Cost✓