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Add a Purchase Order Milestone

Updated: Jun 27

How to Add a Purchase Order Milestone through Create New and Bulk Upload in Orders and Receivables Application


Goal 1: Add a Purchase Order Milestone Through Create New

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

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Goal 2: Add Purchase Order Milestones through a Bulk Upload

The Manager can add multiple Purchase Order Milestones using the Upload Data (Bulk Upload) button on the Fieldmobi Dashboard💻

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Add Purchase Order Milestone details as per the downloaded template

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Save the Excel file in CSV Format

Choose the CSV File that you just created and upload data

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

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