Exports

Four flavors of export: bulk line-item data exports (CSV / XLSX), bulk purchase-order-level data exports (CSV / XLSX), the individual supplier-facing PO PDF, and label sheets for the receiving station. The data and PDF exports are template-driven — templates pick the CSV / XLSX columns and drive the PDF layout. This page covers when to use each format, how to configure templates, and the label-sheet flow.

CSV / XLSX / PDF — when to pick each

Format	Use when
CSV	Bulk export into a spreadsheet or another system. Can produce one row per line item, or one row per purchase order for accounting-style summaries. Column set comes from the selected export template.
XLSX	Same bulk-export data as CSV, but you want preserved formatting and Excel-friendly types.
PDF	Individual supplier-facing PO document. Same content as the email attachment. Layout and column set come from the selected export template (logo, date-field mapping and labels, totals visibility, etc.).

The PDF and the email attachment use the same template. If you change the template, both update.

Bulk export (CSV / XLSX)

Select rows on the PO list page → “Export.” First choose the scope, then choose the data level:

Line item export — one row per PO line item. Use this when another system needs SKU, quantity, unit cost, product, variant, or line-level metafield data.
Purchase order level export — one row per PO. Use this when you need header and summary fields such as PO number, status, supplier, location, shipping cost, additional cost / discount, line subtotal, total cost, amount paid, outstanding amount, and paid status.

Then pick CSV or XLSX and the matching template. Bulk export produces one downloadable file for the selected POs. Supplier-facing PDFs are generated from an individual PO instead, such as from the PO actions menu or when sending the PO by email.

Custom column sets and export templates

Export templates are configured at Settings → Purchase Orders → Export (a tab inside the Purchase Order Settings page — not the general Data Export settings).

The page has separate template sections for line-item exports and purchase-order-level exports:

XLSX / CSV / PDF export templates drive line-item CSV / XLSX exports, individual PO PDFs, supplier emails, and PDF layout.
Purchase Order Level XLSX / CSV export templates drive only the global bulk export from the PO list. They do not appear inside an individual PO and are not used for supplier emails or PDF attachments.

Line-item templates carry:

Column selection — which fields appear, in which order. Drives CSV / XLSX columns and the PDF body table.
Layout config — for PDF, things like logo placement, totals visibility (shipping, additional costs), date-field mapping, and the labels shown beside those mapped date slots. Leaving a date label blank keeps the default label. A separate Include supplier instructions toggle controls whether the PO’s supplier instructions print on the PDF — off by default.
Per-supplier defaults — assign a template as the default for a specific supplier. When you send a PO to that supplier, the linked export template is used automatically.
Selectable at export time — when you trigger an export or PDF generation, you can override the default template by picking a different one.

Purchase-order-level templates carry only PO, supplier, location, and summary columns. They are global list templates, so they do not have per-supplier assignment controls.

You can save many templates per shop — “monthly accounting export,” “supplier reconciliation export,” “shipping-PDF for Asia suppliers,” etc. — and pick at the moment of export.

Defaults ship for common cases; customise when you need a specific layout for a downstream system or a different supplier’s expectations.

Label sheet PDFs

A label sheet is a printable artifact with one rectangle per line item — barcode, SKU, variant title, quantity. Used to label received boxes for barcode-scan receiving.

Generate from the PO Actions menu → Print Labels. The dialog supports three output formats and two print modes:

Output format: PDF / CSV / XLSX. CSV and XLSX export the same label fields as flat rows (one row per SKU aggregated, or one row per individual label).
Print mode (PDF only):
- Simple — rule-based labels driven by the toggles in the dialog (label size, barcode style, fields shown). Configured at Settings → Label Printing → Simple Mode.
- Designer (Beta) — template-driven layout for custom designs. Build the templates in Settings → Label Printing → Advanced Designer and pick one at print time.

The default output format for label printing is configurable per shop — see the Label export preference.