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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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

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

Manage your bank information through 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.

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