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Rajesh Patel · all 8 branches

Purchase orders · Bulk path

Create POs from spreadsheet

Upload one file to create multiple purchase orders. Abandoned uploads are not saved — finish the flow in one go.

  1. Upload Choose file
  2. Validate Fix issues
  3. Preview Review totals
  4. Done Create POs

Things to know

  • In Multi-PO mode, the origin column groups rows into separate POs.
  • UOM is read for display only — quantity is validated against the master record.
  • PO date in the sheet is used for validation; the create date is set to today on commit.
  • In bulk path, the same customer is used as both bill-to and ship-to.

Upload mode

Multi-PO groups rows by origin into separate POs. Single-PO creates one PO per supplier & customer pair.

purchase_order_bulk_template.csv

14 columns · header row · sample rows

Download template
  • origin
  • supplier_code
  • customer_code
  • po_date
  • product_code
  • quantity
  • unit_price
  • gst_rate
  • uom · optional
  • remarks · optional
Demo state
Edge cases
Choose a file to begin