Upload Standalone Purchase Orders
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
- Former user (Deleted)
In this article, you will learn about how to upload standalone purchase orders with an Excel file.
User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup, and Shipping.
This action can also be carried out from the Grower's PO Summary screen. Some vendors may upload POs if the "Allow creating POs" setting is enabled for them.
Table of Contents
Upload Standalone Purchase Orders with an Excel File
To upload purchase orders, do the following instructions:
Go to Setup and select Data Import.
Select Standalone PO from the drop-down menu.
Optional: Download a template for uploading your purchase orders.
Add the Vendor for the purchase orders.
Upload the file by dragging it to the file area or clicking and selecting it from your files.
Once the import process is complete, the system will send an email notification to the logged-in user confirming if the import was successful or if any records failed to upload. We recommend validating that information is correctly imported from the PO Summary screen. The system consolidates POs with identical Vendors, Ship Dates, and Locations.
Important things to consider when uploading standalone purchase orders:
The Purchase Orders will have a "Confirmed" status by default. If an AWB number is specified in the file, the PO will be marked as "Shipped".
In case of product breakdowns, failure to upload any component results in the entire breakdown not being uploaded.
If a user attempts to edit a product line that was not successfully uploaded on the first attempt and tries to upload it again, the system will not consolidate the product into the previous purchase order (PO). Instead, a new PO will be created for that product.
If a valid Product Description or Vendor Product Alias is not found, the product cannot be uploaded.
If the Enable Temporary AWB setting is enabled by the vendor, a temporary AWB will be created and the boxes will have a "Shipped" status, even if no AWB is specified in the Excel file.
If multiple product lines fail to upload, it may be because of a single product line. To understand the reason for this, please go through the explanation provided in the "Message Results" column of the Excel file that we will send to you along with the results of the process.
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