Purchase Order Processing Use Cases
See how wholesalers, distributors, and manufacturers can turn incoming purchase orders into Excel, check line items, and share reviewed orders as CSV.
Turn a customer purchase order PDF into Excel
Upload the PDF your customer sent and export the reviewed line items to Excel for your team.
When a customer emails a PDF, check the item codes, quantities, and unit prices in the table before exporting.
Check orders with many line items
Compare customer item codes, quantities, units and prices with the original. Correct any differences before exporting.
If a line shows 12, check whether the buyer means 12 units or 12 cases. In the interactive sample, edit a quantity with the original order beside you, then export and check the updated value.
Hand off reviewed orders as CSV
Download the reviewed order as CSV for the team that enters it. Check that the columns and formats match before importing it into another system.
Before handing the CSV to a coworker, put fields such as customer item code, quantity, and unit price in the order their system expects. Save the column layout if you use it regularly.