How to Import Items in Purchase Orders via Excel

Importing Items via Excel is a fast way to fill out a Purchase Order and is 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 to which you would like to import items and choose the Import Items option.

The file for uploading needs to be in XLSX format.

Follow further instructions in the recording below.

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

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