Data export templates
On this page
Section titled “On this page”- What this configures
- Where templates are used
- Defaults
- See also
What this configures
Section titled “What this configures”Export templatesExport templateA saved column-set for CSV / XLSX / PDF exports. Pick the columns you want and the order; reuse the template at export time. Configured in Settings → Purchase Orders → Export tab. Read more → — column presets for CSV / XLSX exports. Pick which fields appear and in what order. Save each preset with a name.
Where templates are used
Section titled “Where templates are used”- PO list → Export. Purchase orders have their own template sections at Settings → Purchase Orders → Export: line-item templates for CSV / XLSX / PDF and PO-level templates for one-row-per-PO CSV / XLSX exports.
- Transfer order list → Export. Line-item and transfer-order-level CSV / XLSX templates, picked at export time.
- Stock take list → Export. Stock takes have their own template tab at Settings → Stock Takes → Export Templates, covering stock-take-level, confirmation/movement, and counting-sheet CSV / XLSX exports.
- Forecast page → Export view.
Defaults
Section titled “Defaults”Sensible defaults ship per export surface. Override with custom templates if you need a specific column layout for a downstream system.
See also
Section titled “See also”- Purchase Orders → Exports — where templates are picked at export time.