Importing purchase orders in Unleashed allows you to efficiently upload multiple purchase orders at once using a CSV file, rather than entering them manually. This is particularly useful when managing large volumes of supplier orders or migrating data from another system.
In this article, we’ll walk you through how to import purchase orders in Unleashed, what information is required in your CSV file, and how to review and confirm your imports successfully.
Best Practices
Always back up your data before performing bulk imports.
Verify supplier and product details in Unleashed to prevent mismatches.
Use consistent date and currency formats across all entries.
Avoid editing the column headers in the template, as this may cause import failures.
Importing purchase orders in Unleashed saves time, reduces manual entry, and ensures your supplier orders are recorded accurately. By using the CSV template and following the validation process, you can quickly bring multiple orders into your system with ease.
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