Use the import and export functions available within the Import/Export Purchases page to create Purchase Orders in bulk and review all existing Purchase Orders in a CSV format.
Import Purchase Orders
Whilst you can create new Purchase Orders (PO) directly in your account, one at a time, you also have the option to create them in bulk using our Import Purchase Orders CSV template. The template allows you to list each PO, including the products, quantities, and prices they're being purchased at, within a single document that is then uploaded to create each PO as dictated.
The Import Purchase Order template can only be used to create new POs; it cannot be used to update or edit an existing PO. And the POs created via an import will only be created with the Parked status.
Prerequisites for importing Purchase Orders
To create a Purchase Order via CSV import, you first need to ensure the following conditions are met:
You must use the Purchase Order template provided in the Import/Export Purchase Orders page to upload new POs successfully. Do not delete any columns from the template before importing.
The suppliers and products included on the POs being imported must exist in your account before importing.
The PO Number being imported does not already exist, including for deleted POs.
Tips for importing POs with a template
See Import Purchase Orders field definitions for more details on the fields included on the Import Purchase Orders template.
The Unit Price included in an Import Purchase Order template will take precedence over any default, supplier, or quantity purchase prices set in Unleashed for the product. Leave the template's Unit Price field blank for the product's purchase pricing hierarchy to apply.
Each order line of the Purchase Order must be numbered using the Line Number header. We recommend an advisory limit of 800 lines per Purchase Order.
Your account's PO prefix will not automatically apply to POs created via an import. Ensure the Order Number provided in the import template includes any required prefixes before importing.
🤓 Tip: Review the Data Import Checklist and Troubleshooting Import Errors articles to help ensure a successful import.
Importing POs in bulk with a template
To create new Parked POs using a CSV template:
From the main menu, navigate to Purchases > Purchase Orders > Import/Export.
Select Download Purchase Order Template.
Enter the following required details, per PO, in the columns provided in the downloaded CSV template:
Order Number
Supplier Code
Line Number
Product Code
Order Quantity
Enter any further details known for the PO in the template's remaining columns, see Import Purchase Orders field definitions.
Upload the populated Import Purchase Order template via the grey upload tile in Purchases > Purchase Orders > Import/Export.
Monitor the import's progress through the task manager icon found in your account's banner:
Orange circle: Import is in progress.
Green tick: Import has successfully uploaded.
Red cross: Import has finished but has failed.
Once the import is completed, an email will be sent to your user address to confirm the import's status. If the import fails, this email will provide details as to why, so you can troubleshoot the issues and re-attempt importing.
Export Purchase Orders
Click on the Export button, found in Purchases > Purchase Orders > Import/Export, to download all POs that have ever existed in your account into a CSV format. This PO export provides a comprehensive breakdown of every PO, including those that have been deleted, including the PO's ordered products, prices, quantities, taxes, and totals.
Frequently asked questions
Is there an option to download a single PO as a CSV file?
Is there an option to download a single PO as a CSV file?
Individual POs cannot be exported into a CSV directly from the PO's page, or the Purchases Import/Export page, but you can head to Reports > Purchases > Purchase Enquiry, and using the "Purchase Order Number" filter, filter the report for a specific PO, then export it to a CSV.