The Sight web platform gives you the option to upload a CSV file that contains the information for your Purchase Orders (PO's). This is particularly helpful if you have several PO's that you want added to your Purchase Orders on Inspectorio, saving you the time and effort to manually create each individual PO!
Follow the steps below to learn how to create Purchase Orders using File Import.
Step 1: Hover over Inspections, then click on Purchase Orders.
Step 2: In the Purchase Orders page, click on the File Import button.
Step 3: Click on Purchase Order (PO).
Step 4: Scroll down the page and click on Download Purchase Order Template. Your browser will download a CSV file.
Step 5: Click on Detailed Guidelines for more information on how to use the template.
Step 6: Click on the Mandatory Fields or Optional Fields tabs to learn which fields are required, and which ones are optional.
Step 7: Click on the arrows for more details about each field in the CSV template you downloaded.
Step 8: Open the downloaded template and fill in the cells with the information for your PO's. The column labels will guide you on what to enter.
Step 9: Click on Browse File to select the CSV you filled out.
Step 9: Click on Upload File.
Step 10: Wait for the upload to complete.
Step 11: You will see the confirmation message pictured below when the upload has finished.
- A notification will also be sent to your-email associated with your Inspectorio account.
- Click on Back to Purchase Orders Management.
And that's it! Your POs will appear in the Purchase Orders page, and you can now use the PO to create a Booking!
- Click here to learn how to create a Booking from a Purchase Order.
- To learn how to edit a Booking, click here.