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Points to note

Import Purchase Orders

Export Purchase Orders

Create Purchase Orders in bulk or export all Purchase Orders into a CSV file with the Purchase Orders' Import/Export page. 

Read the following articles to understand Unleashed's import processes and avoid common errors:

• Data Import Checklist
• Troubleshooting Import Errors
• Import Purchases field definitions

Points to note

• You cannot import a Purchase Order with an Order Number that already exists in Unleashed, including deleted Purchase Orders. 
• All Purchase Orders created via an import will be created in Parked status.
• The Unit Price included in the Import Purchase Order template will take precedence over any default, supplier or quantity purchase prices set in Unleashed for the product.
  Tip: Leave the template's Unit Price field blank for Unleashed's pricing hierarchy to apply. 
• The Suppliers and Products included on the template must exist in Unleashed prior to import.
• Unleashed's prefixes will not apply to Purchase Orders created via an import and must be manually entered into the template prior to import.
• Each order line of the Purchase Order must be numbered using the Line Number header. We recommend an advisory limit of 800 lines per Purchase Order.
• Multiple Purchase Orders can be uploaded per Import Purchase Order template.
• Existing Purchase Orders cannot be edited using the Import Purchase Order template. All changes to existing Purchase Orders will need to be actioned in Unleashed directly.

Import Purchase Orders

Follow the below steps to use the Import Purchase Orders feature:

1. From the main menu, select Purchases, Purchase Orders and then select Import/Export.
   
   
2. Select Download Purchase Order Template.
   
   
   
3. Enter each Purchase Order's details, including the Supplier, Products and quantities required in the the import template and Save. For more details, see Import Purchases field definitions.
   
   
4. Navigate back to the Purchase Orders' Import/Export page and use the grey upload tile to import the Purchase Order template. 
   
   
5. Monitor the import's progress through the task manager icon found in the top tight corner of your Unleashed page:
   
   • Orange circle: Import is in progress.
   • Green tick: Import has successfully uploaded.
   • Red cross: Import has finished but has failed.
     
     
6. Once the import's completed, an email will be sent to your user address providing to confirm it's import status. If the import fails, this email will detail any errors that caused the failure so that you can troubleshoot the issues and try the import again. 

Export Purchase Orders

Export all existing Purchase Orders from Unleashed into a CSV file for a comprehensive breakdown of all Purchase Orders and the Order Lines included.

To export all Purchase Orders from Unleashed into a CSV document:

1. From the main menu, go to Purchases and Purchase Orders, then select Import/Export.
   
   
2. Select the green Export button in the top right of your page.
   
   
   
3. A CSV file will download to your web browser, include a comprehensive breakdown of all Purchase Orders that exist in your Unleashed account, of any status. It will include the order's details along with the product, quantities and prices advised.