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SalesPad Ideas Portal
Status Shipped
Product SalesPad
Created by Guest
Created on Oct 16, 2024

Uploading PO Headers via Excel template

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.

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  • Admin
    Alyssa Strand
    Reply
    |
    Apr 4, 2025

    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/

  • Admin
    Alyssa Strand
    Reply
    |
    Oct 18, 2024

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