Importing items via Excel is a fast way to easily fill in the Invoice if you received the Excel Invoice from a Supplier.
1. Activate the Empty Rows for Items in the Invoices 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 Invoice in which you would like to make an import, and choose the Import Items option. Follow the further instructions.
The template of the file will contain all the necessary fields to create items in the Invoice.
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.
Please note that this won't be helpful if you are creating an Invoice from a Purchase Order.
In this scenario, matching an Invoice with a Purchase Order will not work correctly. That is because Precoro will recognize all the items as new items.