Export a Purchase Order (PO) PDF from Quartzy

Overview

If your company uses Quartzy as its dedicated procurement platform, you can export Purchase Order (PO) PDFs directly from the PO Details Page!

Our default template includes the following information:

• PO Number
• Payment Terms
• Bill To Address
• Ship To Address
• Notes to Vendor
• Quote Number
• Item Details:
  • Item Name
  • Catalog Number
  • Quantity
  • Unit Price
  • Total Price
• PO Shipping Amount
• PO Handling Amount
• PO Tax Amount
• PO Subtotal
• PO Total

Quartzy can upload your company's logo to the default template — just submit a request here. 

If you have additional fields you want to see on the exported PO form, we may be able to support them. Either fill out this form or email support@quartzy.com and we'll get back to you within 24 hours. 

How to Export a PO PDF

1. Create a PO through one of the following methods:
   • If you have a QuickBooks Online integration, follow this guide
   • If you have a NetSuite integration, follow this guide
   • If you do not have an accounting software integration, follow this guide
2. On the PO Details Page, click Export PDF

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3. A PDF copy of the PO will open in a new browser tab. From here, you can download the PDF and email it to the relevant vendor.