Managing purchase orders is a critical task, as it ensures a smooth flow of goods and materials into the warehouse. To simplify this process, Logiwa allows users to import purchase orders in bulk. This article will explore the step-by-step process of bulk importing purchase orders using Excel.
Step-by-Step Guide
To begin, navigate to the Purchase Order screen.
Next, select the Import button from the top right of the screen.
Click the Download button to save the Excel template you are going to fill out to import your data.
Open the Excel template. You will now fill the import file with the details of purchase orders.
File preparation guidelines/information:
Green-colored fields are required and cannot be left blank; gray-colored fields are optional and can be filled only when needed.
Do not alter the names of the columns, as the columns' distinct headers enable the system to match the Excel data with Logiwa's fields.
All fields are broadly explained in the Field Description sheet.
All date fields must be entered with "yyyyMMdd" format.
For example, to enter "21 September 2023" as a date, write "20230921."
If the order's billing address is the same as the order's shipment address, leave all billing address-related columns blank.
You may create several lines for each purchase order by having the same purchase order code in different rows.
If you prefer to use an existing file rather than the template, ensure the column names are identical to the template's columns in spelling, punctuation, and capitalization.
The Glossary sheet contains information about countries and some of the list values.
The first line in the template is an example purchase order. Please delete this row before starting the import.
When the file is imported, please wait a few seconds, then click on the Refresh List button to see the results of your import.
Click the 3-Dot icon to see the import details. You can view lines that failed to import along with the failure reason here.
Fill in the template according to these requirements and save it.
Once it's ready, upload the Excel file from the Import Purchase Orders screen. You can either drag and drop your file into the blank space in the center or select Browse to find the file from local storage.
After the Excel file imports, the Upload button becomes available at the bottom right corner of the screen. The imported file can be also seen to the left.
Press Upload to continue.
Before concluding the upload, an overview screen appears to let you check your imported file one last time.
The Matched column will display a green check if Logiwa Fields and File Column Headers match for each column. Otherwise, a red X will indicate a mismatch.
The Preview Data column shows the initial 3 rows of your data as a sample.
If there is a mismatch between Logiwa and the excel file's columns, you can select which Logiwa field corresponds to your file's column by pressing Choose Field and then selecting from the dropdown menu.
As long as the field has not already been used, it can be selected.
Once an unused Logiwa field is selected, the Matched column will change to a check mark.
Make sure each section is matched to a Logiwa field, then press the Import button in the bottom right corner to finalize the process.
After the import is completed, the outcome is listed on the Import Purchase Order screen.
Check that all uploaded rows were successfully imported.
If your file's error count is anything other than 0, something went wrong with the upload. In order to see the reason for the error, select the Details button:
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