With StockUnify, you can easily import products into a purchase order using a CSV file. 

 On the new purchase order screen, click the [Import Products by CSV] button, a pop-up window will appear.

import purchase order products

On the pop-up window, download the import CSV template provided.

import purchase order products

Open the downloaded template and fill in your product data according to the headers:

HeaderDescription
CodeThe unique product code.
ProductNameThe name of the product.
UnitThe unit of the product.
UnitCostThe unit cost of the product.
QuantityThe order quantity of the product.

On the pop-up window, click the [Choose file] button to select your completed CSV file. Click [Extract Products From File] to upload and process the file. 

import purchase order products

StockUnify will match your uploaded products with existing products in the system by product code.

import purchase order products

 If a product cannot be found, a new product table will appear to ask you to set up the product details to create a new product.

import purchase order products

After clicking the [Save Products] button, the new products will be created.

import purchase order products

Click [Save Products to Order] to add the imported products to your purchase order.

import purchase order products

Fill in any other required details to complete the purchase order.