You can add purchase orders in batches through the import process. The import process involves one of the following:

• Using an import file that contains all the purchase orders and their details. Import files can be in .csv or .txt formats.
• Copying the products and product details into the app.

To import purchase orders, follow these steps:

1. In the Purchase Orders page, select Import.

   The Import Purchase Orders window is displayed.

2. Scroll down the window to display the following sections.

   Note: To download the template of an import file, select Download file template.

3. If an import file is available, do one of the following:

   • Drag and then drop the file to the boxed section on the window.
   • Click the boxed section to browse for and then select the import file.

4. If you prefer to copy and then paste the purchase orders and their details, select the Copy and paste option to display the text field.

5. Select Next after selecting an import file or copying and pasting the purchase orders data.

6. Configure the Override Existing Data setting:

   • Override existing purchase orders – replaces existing purchase orders if found to be the same with the imported purchase orders. Two purchase orders are the same if they are using the same purchase order number.

7. Select Next.

8. Map your data headers to the available headers. The app will attempt to automatically match them, however, be sure to verify each header is correctly matched by using the preview. When complete, select Next.

9. To start uploading and processing your data, select Next.

   Depending on the size of the data file your import might take some time to process. You can safely close the dialog without interrupting the import process.

10. Select Done to close the import dialog.

Available Headers