Steps

  1. Open Inventory → Items & locations for the selected property, then choose Import purchase orders.

  2. Choose Download CSV template and fill the required columns, preserving the item/location identifiers and units required by that template.

  3. Choose the completed file, then Preview. Review the row mappings, blocking errors and planned create/update/skip results.

  4. Correct errors in the source file and preview it again; commit the same file whose preview was reviewed.

  5. Check the preview explains which records will change. Choose Import, wait for the completed result and check created/updated/skipped counts and the resulting records. Imported PO drafts still require the normal approval/receipt workflow; historical closes represent previously completed counts.