How to import Purchase Order Lines in Axanta

This video tutorial provides a clear and structured explanation of how to import multiple purchase order lines into Axanta ERP using an external Excel or CSV file, highlighting its importance in saving time, reducing manual entry, and improving accuracy when dealing with bulk product data.

In this tutorial, you will learn the following:

• How to access the Import Purchase Lines function from within an existing Purchase Order or Request for Quotation (RFQ).
• How to download the standard Excel import template provided by the system to ensure proper column formatting.
• How to prepare the template by entering key product details such as Product Code/Barcode, Quantity, Unit Price, Discount, and Unit of Measure.
• How to manage optional fields—such as Discounts and Taxes—and understand when certain columns should be removed to allow the system to apply default values from the product master.
• How to upload and validate the filled Excel/CSV file and use the Test option to verify the mapping before final import.
• How to finalize the import and instantly populate the Purchase Order with multiple product lines in one action.