Export Purchasing

The functionalityexportallows you to generate a file (usually in Excel format) containing all the information relating to purchase requests recorded in the system.

Objective:

Facilitatedata sharingwith external stakeholders (e.g.: accounting, management, suppliers) or allow ain-depth analysisoutside the tool (e.g. sorting, filtering, reporting).

Operation:

• Access the interface"List of purchase requests".

• Click on theExcel export iconlocated at the top right of the screen.

A file is automatically generated with the following columns:

• System No.

• Number

• Request date

• Applicant

• Number of pieces

• Status

• User

Trick:

Before exporting, it is possible to use thefiltersto limit the results to a specific set (by date, status, fleet, etc.), so that only relevant data is exported.

Benefits:

• Save timefor the transmission of information.

• Better readabilityand processing possible in Excel.

• Flexible usedata for reporting, archiving or auditing purposes.