This video highlights an enhancement that enables users to export the PO Settings Location Zip Code grid, allowing them to download a file reflecting the current zip code configuration. It demonstrates how this provides a convenient way to maintain an external record of zip code settings for reference, reporting, or auditing purposes.
Export Purchase Order Location Zip Codes to Excel
Objective
This SOP explains how to locate purchase order location zip codes in the system and export them to Excel for reporting, auditing, or external reference. Following these steps will allow a team member to quickly generate a usable spreadsheet outside the platform.
Key Steps
Locate the Purchase Order Location Zip Codes 0:11
Navigate to Settings and open Purchase Orders.
Find the section that contains your location zip codes.
Confirm you are viewing the correct list before exporting.
2. Export the Zip Codes to Excel 0:18
Review the list of location zip codes displayed on the screen.
Locate the Excel export button next to the search box.
Click the export button to generate an Excel file automatically.
3. Use the Exported File Outside the System 0:36
Open the downloaded Excel sheet to verify the zip codes exported correctly.
Use the spreadsheet for external reference, reporting, or auditing.
Store or share the file according to your organization’s data-handling process.
Cautionary Notes
Ensure you have the correct permissions to access purchase order settings and export data.
Verify the exported spreadsheet contains the expected zip codes before using it for reporting or auditing.
Handle exported files according to your organization’s confidentiality and data retention policies.
Tips for Efficiency
Use the export button instead of manually copying zip codes to save time.
Keep exported files organized with clear names and dates for easier retrieval.
If you export frequently, save the file in a standard reporting folder for quick access.