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Purchasing Module Export

Under the Purchasing tab, you can export your purchase orders, invoices, and suppliers. This guide walks you through which data can be exported and how.

Table of Contents

Purchase Orders

For purchase orders, you can export either Purchase Orders or Purchase Order Lines.
You select one of these under “Type” in the pop-up when choosing export:

  • Purchase Orders – Exports the main data from purchase orders in the overview.
    Includes all information on the order, such as address, references, totals, etc.

  • Purchase Order Lines – Exports all item lines from purchase orders in the overview.
    Contains only the item lines, including all details such as weight, price, quantity, custom fields, etc.

Once the type is selected, the relevant headers can be chosen.
Each header represents a field in the order or order line and will be a separate column in the file.

Found under:
Purchasing → Purchase orders → Import / Export.

Supplier Invoices

For supplier invoices, you can export either Supplier Invoices or Supplier Invoice Lines.
You select one of these under “Type” in the pop-up when choosing export:

  • Supplier Invoices – Exports the main data from invoices in the overview.
    Note: This does not export the actual PDFs but rather the invoice information from the system to a file.
    Includes all invoice data, such as invoice date, supplier invoice number, total, etc.

  • Supplier Invoice Lines – Exports all item lines from supplier invoices in the overview.
    Contains only the item lines, including all details such as weight, quantity, supplier item number, custom fields, etc.

Found under:
Purchasing → Supplier invoices → Export.

Suppliers

Exporting suppliers and their information is possible via Purchasing → Suppliers.
Select the relevant headers (or click Select all at the bottom), and click Export to generate a file with all suppliers from the overview.

Found under:
Purchasing → Suppliers → Import / Export.

Tip! Sort by a supplier group or filter using a custom field to narrow down your search.

Data Export

Data Export in Rackbeat allows you to export the same data, but with the underlying mapping IDs instead.

When importing to Rackbeat or setting up an API, it is often necessary to use the ID (number) instead of the name for proper mapping. In these cases, Data Export is useful.

Found under:
Company Settings → Data Export → Suppliers

Example:
Standard export of suppliers with payment terms and layout:

Nummer Betalingsbetingelser Layout
1002 Til omgående betaling DK. std. m. bankoplys. 1.8

Data Export of the same info:

number payment_terms_id layout_id
1002 5 1

TIP! Data Export also shows the creation date/time and the last update timestamp for the exported records.