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How to import / create PO from Excel?
How to import / create PO from Excel?
Anya Bacon avatar
Written by Anya Bacon
Updated over 3 months ago

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.


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