Export the purchasing summary

Export the purchasing summary when you need a list of recipe requirements to review, print, or share. This is the planning list, not a copy of the quantities saved on a specific purchase order.

Select and export

1. Retrieve the events and retail plans you want to include, then open Summary.

2. Select the items to include. Select a vendor's checkbox for its rows, or the table's heading checkbox for all rows.

3. Click Export, or Export Plan when purchase orders already exist.

4. Choose the format you need.

The export menu offers copyable tables and downloadable files.

Choose a format

• Copy Table copies a formatted table you can paste into a document or email.

• Copy Table (Plain Text) copies a text list for applications that do not retain table formatting.

• Download PDF creates a printable document.

• Download CSV creates a file you can open in a spreadsheet.

The copied table distinguishes individual units from buying groups, such as stems and bunches. Check the selected rows and quantities before sharing. Missing buying-price or group-size information can prevent a useful group count from being shown.

For the quantities you actually recorded as purchased, copy the purchase order instead. Neither export automatically sends a message to a wholesaler.