Kojo has developed Intelligent Order Acknowledgments to help you eliminate manual data entry when you receive an acknowledgment from a vendor that contains your final pricing information. This guide will show you how to import your documents into Kojo and automatically update your purchase orders (POs). Watch the video below or continue reading to get this set up in your account.
Click the Orders button in the left navigation bar and click the PO you have the acknowledgment for.
Click the tab at the top that says Attachments and upload the acknowledgment you have received from the vendor. Click Upload Attachment to browse for your document or drag and drop your file.
Once the file is uploaded, you'll see an option on the right to Import Pricing. This will scan the document for pricing information. This process may take up to 30 seconds to complete.
The file data will be visible on the left for easy reference. Any field that needs to be edited will be marked in red. Hover over it to get information on why the error occurred. Once all errors are resolved, click Import.
NEXT, YOU WILL WANT TO MAP YOUR ITEMS! YOU CAN DO SO BY FOLLOWING THE STEPS IN THIS GUIDE:
The document data will now be visible in the Line Items tab where the following fields will be updated:
Quantity (Qty)
Unit of Measure (UOM)
Unit Price
Ext Price
Now you're all set to mark this PO as acknowledged.
