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Uploading PO Headers via Excel template - Community / SalesPad Products - Cavallo Technical Support

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Uploading PO Headers via Excel template Shipped

When tracking vendor POs across multiple vendors/freight companies, we need to update the PO with specific information related to the whole PO, not just line items. For example, Container #, Ship Dates, Notes, Freight Company, Vessel Name, etc. We use this information for inventory planning and labor management in the warehouse. Not being able to upload to the PO Headers makes this a very manual process and time consuming.

Official response

Product Development

Importing Purchase Orders from an Excel or CSV file is now supported in Import Manager as of SalesPad 5.5.12! This supports creating and updating POs and their lines.

Check out our 5.5.12 release blog for more information: https://www.cavallo.com/blog/salespad-v5-5-12/

Comment (1)

Cavallo IT

Thank you for this idea! I have created an internal case for further review.