{"id":792,"date":"2021-11-24T08:12:08","date_gmt":"2021-11-24T08:12:08","guid":{"rendered":"https:\/\/ibridge.co.uk\/help\/?post_type=ht_kb&p=792"},"modified":"2023-11-07T09:31:43","modified_gmt":"2023-11-07T09:31:43","slug":"importing-a-purchase-order","status":"publish","type":"ht_kb","link":"https:\/\/ibridge.co.uk\/help\/knowledge-base\/importing-a-purchase-order\/","title":{"rendered":"Importing a Purchase Order"},"content":{"rendered":"

If you haven’t already created the initial Purchase Order please make sure to follow this guide…<\/p>\n

Creating a PO<\/span><\/a><\/p>\n

Accessing the Import Screen<\/h2>\n

Once you have a Purchase Order you will notice at the top right corner of the screen there is a button called “Import” (Note: The button will not appear if the PO is Closed). Please press this and you will be redirected to the Import screen.<\/p>\n

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Importing an XLS<\/h2>\n

Press the “Choose File” button on the import screen. Once you have selected a valid file such as the one below you can press the “Import” button. You can download a template here for which you can use to build up the PO.<\/p>\n

Download the example PO Import here –\u00a0Example-PO-Import<\/a><\/strong><\/em><\/p>\n

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Data Validation and Build<\/h2>\n

Once added check for any errors on each of the rows imported via the “Error” column on the right side. If there are errors please amend within the XLS and reimport. When there are no errors, press the “Build” button in the top-right corner.<\/p>\n

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After pressing “Build” you will redirected to the Purchase Order and if you look under the Purchase Order Lines tab you will notice the products have been added.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

If you haven’t already created the initial Purchase Order please make sure to follow this guide… Accessing the Import Screen Once you have a Purchase Order you will notice at the top right corner of the screen there is a button called “Import” (Note: The button will not appear if…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"ht-kb-category":[52],"ht-kb-tag":[],"class_list":["post-792","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-purchase-order-po"],"_links":{"self":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/comments?post=792"}],"version-history":[{"count":4,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/792\/revisions"}],"predecessor-version":[{"id":1511,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/792\/revisions\/1511"}],"wp:attachment":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/media?parent=792"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-category?post=792"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}