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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Working with purchase order templates Purchase Order Templates can really make things easier and faster as you won't have to enter one line at a time. If you want to upload several Purchase Orders by using an Excel file, read Upload Standalone Purchase Orders.

Keep in mind that this option is only available for standalone purchase orders Standalone Purchase Orders and you will be able to either save a PO as a template or upload one previously saved. Find the instructions below:


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Go to Purchase Orders > Add PO and select the Standalone PO mode.


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Create

The Actions button will give you two different options:

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          3.  Load

 Create the header and save it, once you are done you'll see the Actions gray button located on the top-right side of the screen.

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 Go to the Actions gray button. It will give you three different options.

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 Load a Template: Clicking here will allow you to upload the items on a template previously saved. To use one of the templates, click on the Load a                  Template link and select the one that you want to use by clicking on the Select link under the Actions column.

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          4.  Save



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Save as Template: To create a new template you have to add the lines to the purchase order, and once you are done click on the Save as

              

Template option, click on the New Template link, name it and save it.




 
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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