Now, it’s possible to upload the Purchase Order items via Excel file, using the same structure as in the exporter Excel file (you can download it from View → Templates). To upload an Excel spreadsheet, select Purchase Order and use File → Import.

Available columns scope:

• Reference

  • If item Reference from Excel Importer matches the already existing PO Item - item is updated,
  • If item Reference from Excel Importer doesn’t match the already existing PO Item - new item is created,
• Item - item’s name,
• Contracted Quantity - item’s quantity,
• Unit - item’s unit,
• Contracted Unit Price - item’s unit price,
• Other input, e.g. Cost Category, Budget Code, Dimensions, and custom inputs, work in a standard way as for other importers - the column in Excel must match the name from the system.