View, and edit access to the Purchase Order module.

Navigate to ProcureDesk and click on "New Order".

Select "Import" to begin the CSV import process.

Click on "Download Template".

This template provides the required format for PO data entry.

Open the downloaded CSV template.

Enter PO details such as "Created By", "Supplier Name", "Account Name", etc., ensuring they match exactly as in ProcureDesk.

Specify the Status of the PO - Indicate whether the PO is "Approved", "Sent to Supplier", or "Draft" in the CSV.

Define the "Ship To" Location - Use the "Location Name" field in ProcureDesk to specify the delivery location for each PO item.

Choose the Item Type - Select "Material" or "Service" for each item in the PO using the appropriate field in the CSV.

Required by date must be entered in the format of MM/DD/YYYY.

Check the box if you want to use the PO numbers specified in your CSV file.

Otherwise, ProcureDesk will assign its own purchase order numbers.

Upload the completed CSV file containing your PO data and click on "Import Items".

If any errors occur during import, ProcureDesk will provide an error report.

Download the error file, review the issues, make corrections in your CSV, and re-upload as needed.

You can download the error CSV file by clicking on the "Create Order" option.

Ensure you downloaded and used the provided sample CSV template to avoid format discrepancies. Double-check fields such as "Created By", "Supplier Name", and others to match exactly as in ProcureDesk.

For additional support, contact ProcureDesk Support with details of the issues you're experiencing for prompt assistance.