Importing Items via Excel is a fast way to fill in the Purchase Order and very helpful if you have a Bill of Materials or an agreed-upon Quote from the supplier.


1. Activate the Empty Rows for Items in the Purchase Order Basic Settings.



To activate additional Item fields you would like to upload, open the Items Basic Settings tab and tick the necessary options. 


 

2. Open the Purchase Order in which you would like to make an import, and choose the Import Items option. Follow the further instructions. 



The file template will contain all the necessary fields to create items in the Purchase Order.


If your document contains the Item Custom Fields, it is better to copy and paste the relevant field values directly from Precoro so that the system can match them.