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Why you should use this

This automation simplifies the conversion of purchase orders to Excel, increasing accuracy and efficiency in inventory management and order tracking. It saves time, reduces errors, and allows for better data analysis and decision-making in procurement processes.

How it Works

You can convert PDF purchase orders into Excel format either by drawing a box around the section of the purchase order to convert, or by converting the entire document at once (works with multiple pages).

Upload a purchase order PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the purchase you want to convert to Excel.

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the purchase order to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the Purchase Order PDF into Lido's spreadsheet.

EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)

Export purchase order data to Excel

Your selected purchase order data is now extracted into a Lido spreadsheet and can be used, copied, or exported to Excel.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for supply chain managers, procurement specialists, and small business owners who manage inventory and order fulfillment. This automation streamlines the process of transferring purchase order details into a manageable Excel format.