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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. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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