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Import Purchase Orders

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Summary:

To Import Purchase Orders into Unleashed

Before You Begin:

Read the following topics to understand the correct process details and avoid common errors:

PLEASE NOTE

  • Purchase Orders must be unique for an existing product. DO NOT enter an existing order number.
  • We recommend importing open orders. If you import Completed orders, all orders are imported with a Parked status and you must manually Complete the orders. This will affect your Stock On Hand values.
  • The unit price from the template is the unit price on the Purchase Order imported; this will override the default unit price in the system settings. If you want to use the default unit price from the system, then leave the unit price field blank.
  • Enter the correct Supplier Code as recorded in Unleashed.
  • You must enter the order numbers with any required prefixes or formatting. Unleashed does not add any prefixes or formatting.
  • Uploaded Purchase Order can have as many lines as required, however, you must enter a line number for each line.
  • Multiple Purchase Orders can be uploaded on a single template.

Steps:

1. Navigate to Purchases>Purchase Orders>Import Purchases

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2. Click Download Purchase Order template

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3. Enter your order details into the template. For field definitions, see Import Purchases field definitions

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4. Save the file in a CSV format

5. Return to the Unleashed Purchases>Purchase Orders>Import Purchases page

6. To import your file click Drop file here or click to upload or drop your file into this box

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7. You can always double-check this file has been imported via the import/export queue, the 3 parallel lines next to your name in the top right-hand corner of the screen

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