Plexa
FinancePurchase Orders

Export Purchase Orders to Excel

Exporting Purchase Orders to Excel

Exporting purchase orders to Excel in Plexa is seamless and efficient. This guide outlines a simple method to transfer PO data, aiding in the management and analysis of your financial records.

Step By Step Guide

  1. Click "Finance" on the Plexa Dashboard
  2. Click "PO Book" in the Finance Menu
  3. Click "Export to Excel"
  4. Click "Save"

Video Tutorial

Interactive walkthroughOpen

Bulk Upload Purchase Order (PO)

1. Click "**Finance"** on the Plexa dashboard 2. Click **"PO Book"** Icon in the Finance Menu 3. Click **"BULK UPLOAD PO" button** 4. **Click "Download Import Template"** 5. **Ente

Edit a Purchase Order (PO)

Edit a PO

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Step By Step GuideVideo Tutorial