How to Download a Purchase Order (PO)?

Purpose

This guide explains how to download a Purchase Order (PO) in PDF or Word format and access the downloaded file later from the RedSky File Cabinet.

Prerequisites

Before downloading a Purchase Order, ensure that:

1. The Purchase Order has already been created in RedSky.
2. You have access to the Purchase Order from the Dashboard or PO List.
3. You have the necessary permissions to view and download Purchase Orders.

Step 1: Open the Purchase Order

You can access the Purchase Order from:

• Dashboard
• Purchase Order (PO) List

To open a Purchase Order:

1. Navigate to the Dashboard or PO List.
2. Locate the required Purchase Order.
3. Click the PO number to open the Purchase Order details page.

Step 2: Open Download Options

Once the Purchase Order is open:

1. Locate the Download icon in the upper-right corner of the screen.
   
   
2. Click the Download icon.
3. A menu of available actions will be displayed.

Available options include:

• Download as PDF
• Download as Word
• Cancel

Step 3: Download the Purchase Order

To download the Purchase Order:

1. Select either PDF or Word format.
2. The system generates the document.
3. The file is automatically downloaded to your device.

Step 4: Access the File from the File Cabinet in RedSky

After the download is generated:

1. The Purchase Order document is automatically stored in the RedSky File Cabinet.
2. Navigate to the Order number > File Cabinet  if you need to access the PO file.
3. Locate the corresponding Purchase Order document.
4. Open, view, or download the document as required.

Summary

Downloading a Purchase Order allows users to:

• Generate PO documents in PDF or Word format.
• Save a local copy of the Purchase Order.
• Access previously downloaded Purchase Orders through the RedSky File Cabinet.
• Maintain a centralized record of generated PO documents for auditing and reference purposes.