Import purchase orders from an Excel file or TSV file to create purchase order records (for example, if you need to purchase materials to restock inventory, use on a particular project, or use in equipment maintenance). Importing purchase orders allows you to create multiple purchase order records at one time.

1. Optional: If you haven't already done so, set up your purchasing defaults on the Purchasing Settings screen.
2. Optional: If you haven't already done so, enter your vendor pricing agreements.
3. On the Import Transactions screen, import purchase order records from an Excel file or a TSV file.
4. Optional: Modify purchase order records as needed to add information that was not imported.

After you import purchase orders, you may want to:

• View Purchase Order Log screen
• Manually Create a Vendor Lien Notice
• View Vendor Lien Document Logs screen
• Create a Purchase Order Receipt
• Run Vendor Reports