Sales and Purchase Orders Imports

New to Unleashed is the ability to import purchase orders and sales invoices quickly, simply, and in bulk into your account. This is great for users awaiting eagerly the Unleashed API. If you are using a webstore to process online sales and want an easy way to get those sales into Unleashed, you can now easily enter your sales into a .csv template downloadable from your account, and import them in moments. All the purchase orders and invoices you enter via this upload will be added to your account at a parked status, allowing you to confirm the transaction before approving them.

As with the other .csv templates in Unleashed, fields marked with an asterisk (*) are mandatory. These must be included in order for the upload to be successful. If these fields are not populated the system will produce an error message, and send you an email informing you of the fields that are missing or incorrect.

Uploaded invoices and purchase orders can have as many lines as required, however it’s important to note that a line number is required on each line. These will likely be sequentially numbered, e.g. line 1, 2, 3, etc. A number value is required in this field for each line.

Multiple purchase orders or invoices can be uploaded on a single template. Header fields, from Order Number to Line Number, only need to be populated once per order. To add a new order to the template, simply add the header details for subsequent orders and add as many product lines as required.