Update Purchase Order Details (Bulk Operation)
There are 2 ways to update purchase order details in bulk:
Option 1: Update Purchase Order Details Directly
Option 2: Update Purchase Order Details Using Excel Template
Option 1: Update Purchase Order Details Directly
**Step1 :**From the purchase order list, select purchase orders you want to update.
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Step 2: Click ‘Bulk Update’ and then select 'Update Purchase Order Details'.
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Step 3: You will be directed to update purchase order details page. Update purchase order details.
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Update all order item to 'Customer Order Cancelled' order item status in order to cancel the purchase order.
**Step 4:**Click ‘Submit’.
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Once the purchase orders are successfully updated, a green banner will appear at the top of the purchase order list.
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Alternatively, you may download Excel template and fill in order item data on your computer.
Option 2: Update Purchase Order Details Using Excel Template
Step 1: From the purchase order list, select the purchase orders you want to update.
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Step 2: Click ‘Bulk Update’ and then select 'Update Purchase Order Details'.
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Step 3: You will be redirected to update purchase order details page. Click 'Export Template'.
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Step 4: Update purchase order details in Excel template.
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Step 5: Click 'Upload Template'.
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Step 7: Select the Excel template from your computer.
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Step 8: A confirmation message will appear. Click ‘Replace’ to start the upload.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the purchase order list.
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**Step 9:**Click ‘Submit’.
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Once the purchase orders are successfully updated, a green banner will appear at the top of the purchase order list.
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In case you already have Excel template, you can upload the existing Excel template through more option button on vendor quote list.
Using Existing Template
Step 1: Click 'More Options' (...) and then select ‘Update Purchase Order Details’.
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Step 2: You will be directed to update purchase order details page. Click 'Upload Template'.
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Step 3: Select the Excel template from your computer.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the purchase order list.
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**Step 9:**Click ‘Submit’.
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Once the purchase orders are successfully updated, a green banner will appear at the top of the purchase order list.
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Updated 5 days ago