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Q. How do I download a PO report?: 000003597

Article Number: 000003597

You have the ability to download purchase order reports directly from the portal. You have two ways to download a PO report:

 

To download all of your POs into a spreadsheet or PDF:

1 - Log into the Home page.

2 - Select your customer. 

3 - Click My POs from the Quick Access Links.

4 - Click Download List next to the refresh button.

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5 - Selecting the Current Page will download a report based on your PO search results page. Selecting All will give you all of your available POs. 

6 - Choose what format you want your report in CSV, PDF, or XML.

 

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7 - Click Download

8 - The report will download to your local folder. 



To download a single PO: 

1 - Go to My POs.

2 - Search for the PO number.

3 - Select the PO number then select Attachments.

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4 - Select the File Name to download the PO image.

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. What is the Invoice Upload feature?: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

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