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Emailing, exporting, and saving multi-delivery purchase orders/deliveries to external platforms (beta)

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Written by Sara Jaffer
Updated yesterday

Note: This feature is only available to premium customers in our early adopter program (EAP). Please fill out this form if you’re interested in joining the early access program.

Emailing multi-delivery purchase orders to vendors

You can email your vendor a multi-delivery purchase order in either CSV or PDF format.

CSV files contain a breakdown of each delivery, while PDF files only display the combined total for each order line.

To email your vendor, when viewing the multi-delivery PO, click “Email” on the top right-hand side.

Note: It’s not currently possible to email individual deliveries from within Inventory Planner.

Exporting multi-delivery purchase orders

You can export your multi-delivery purchase order in CSV, PDF or HTML format.

CSV files contain a breakdown of each delivery, while PDF and HTML files only display the combined total for each order line.

To export your multi-delivery POs, click “Actions” then choose the format for the export.

Exporting deliveries

You can also export individual deliveries in PDF or CSV format.

To export a delivery, when viewing the delivery, click “Actions” then choose the format for the export.

Saving multi-delivery purchase orders to external platforms

Individual deliveries can be saved to external ERP/WMS platforms like Brightpearl, Linnworks, Cin7, etc. They’re created as standard purchase orders in those platforms.

Each delivery can be saved separately and becomes read-only once synced.

Note: The associated multi-delivery purchase order can’t be saved to an external platform, only its deliveries.

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