Add a Purchase Order Cheat Sheet

How to Add a Purchase Order through Create New and Bulk Upload in Purchase and Payables Application

Goal 1: Add a Purchase Order Through Create New on the Dashboard

The Manager or Team Lead can add a purchase order on the Fieldmobi Dashboard💻

Goal 2: Add Purchase Orders through Bulk Upload on the Dashboard

If you wish to add multiple Purchase Orders to the system, the Manager can add them using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard💻

Add Purchase Order details as per the downloaded template

Save the Excel file in CSV Format

Choose the CSV File that you just created and upload data

Upon successful completion of the Bulk Upload, you should be able to see "Complete data has been uploaded without Error" message