Pastel Xpress Purchase Order Import

[Neville Bailey]

Yes, it is possible to do so, provided that you have the correct CSV layout.

To import a document batch

1. Click the Batch button and choose the Import or Export option. The Export/Import window opens.
2. The system uses the company directory for the import or export file. Enter the file name to use. You can use the Zoom icon to select an import file.
3. Click the Process button to initiate the operation.
4. If you are importing, the system validates the entire import file prior to processing. If the system detects an error, the entire import aborts - no records are imported. The system displays the error(s) it detects. You can correct these and then re-import the entire file.

I have attached an PDF file, explaining what the layout requirements are.

Another way of getting the layout is to export an existing PO into CSV format - you can then see how the CSV file must be structured.