Import / Create PO from Excel
You can upload POs from Excel using the import function on the Purchase Order page
STEP 1: Go to Purchase Order page
STEP 2: Download Prediko template
STEP 3: Complete the Excel template filling in all the relevant info.
NOTE: If you have Combined Locations - make sure to use Combined Location Name.
STEP 4: Upload the file into the popup.
STEP 5: "Select header row": this will be the column name that we are grabbing for upload
Note: if you are using the template, we will auto-select the header row
STEP 6: "Match column": match what column has data
STEP 7: "Validate data": see data that we are planning to import
STEP 8: "Confirm": Upload the data
IF you have any errors, you can correct the data, upon receiving the error.
STEP 9: Done 🥳
Read more about Purchase Order Statuses here.