Supplier Excel Exports
Learn how to export your supplier records to Excel.
Export your supplier data to Excel from within the supplier management area.
Key Points
When exporting supplier data to excel, the main points to be aware of are.
- You can choose which parts of the selected supplier records to export.
- The export will only include data which the user has access to.
- You can filter search results by supplier box.
- This allows you to collect results from various searches, so you don't need to run multiple exports or remove unnecessary records.
Step-by-step
See below for a step-by-step guide on exporting your supplier data to Excel.
Exporting supplier data
- Navigate to the 'Suppliers' area using the system menu.
- Search for the records that you wish to export.
- Select the relevant records.
- Click/press the 'Advanced' button in the top left.
- Click/press the 'Excel' button under the 'Export' section in the menu.
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Once you've selected the parts you wish to export click/press the 'Export' button.
- (Note: The available parts will depend upon your user permissions.)