From the Holded Store, activate the Inventory gem to use purchase orders and other advanced features.
Learn what else you can do with purchase orders and discover other Inventory features
How to get there
- Access Inventory in the navigation bar
- Select Order and then Purchase Orders
- On the order line, click the three dots button ( ⋮ )
- Choose one of the available options
Duplicate or download a purchase order
Duplicate a purchase order
The duplicate option will take you to the purchase order creation card that will include all the information contained in the original document, but with a new order number
- Apply the necessary changes
- Click Save
Download or export a purchase order
Learn here how to download orders in bulk
By choosing Download, the order will be saved to your computer in PDF format
You can also click the download icon right next to the date picker. Choose whether to export the orders in Excel, PDF, or by items. The Export items option allows you to export orders broken down by product.
Remember that the selected filters and dates will be saved in the download file