Using the Import Purchase Orders template, you can create new Parked status Purchase Orders (POs) in bulk. The table below describes each field (column) included in the fixed template and how it should be used.
Import PO template field* denotes mandatory fields | Description |
*Order Number | The unique transaction reference for the PO. |
*Supplier Code | The unique code for your supplier, as given in their supplier record, advises the supplier of the products being purchased. |
Tax Rate | The tax rate that will apply to the order line. The tax rate must be provided as a decimal value, e.g: 20% tax rate will be entered as 0.2. |
Supplier Reference | An alpha-numeric reference provided by your supplier for the PO. |
Comments | Additional notes related to the PO. |
Order Date | The date the PO was ordered. The order date format must match the format selected in your company settings, either:
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Delivery Date | The date the PO is expected to be delivered by. The delivery date format must match the format selected in your company settings, either:
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Warehouse Code | The unique code for the warehouse where the PO is due to be received. |
*Line Number | The number given to each purchase line, per PO. Each line number in a PO must incrementally increase. |
*Product Code | The unique code for the product being purchased, as given in the product's record. Products must exist in Unleashed before import. |
*Order Quantity | The number of units ordered for the purchase line, based on the chosen unit of measure. |
Unit Of Measure | The value used to determine how many base units of the product will be received. The unit of measure entered must exist in the product's record. If left blank, the following hierarchy applies:
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Unit Price | The price per purchasing unit, in the supplier's currency. If left blank, the following hierarchy is applied:
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Line Comments | Additional comments specific to the purchase line. |