Importing Purchase Orders in Bulk

Tired of uploading purchase orders one by one for processing? Wishing for a more efficient way? Well, your wish has been granted with Corpay Complete’s Import Purchase Order feature. With the Import Purchase Order feature, you can import multiple purchase orders simultaneously. We even provide you with an easy-to-use template to ensure that all needed information is captured. Are you excited yet? Well, in this article, you will be provided with step-by-step instructions on how to quickly import new purchase orders in bulk to Corpay Complete.

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To import new purchase orders in bulk:

     1. Log in to Corpay Complete.

     2. In the left-side navigation pane, click the Purchase Orders menu item.

     3. The Purchase Orders page opens with the Purchase Orders tab selected. On the Purchase Orders

     tab, click the Import Purchase Order  icon.

     4. In the Bulk import new purchase_orders dialog, click the purchase_orders_upload_template.xls

     link to download the purchase_orders_upload_template.

     5. Locate and open the purchase_orders_upload_template on your device.

     6. In the purchase_orders_upload_template, enter the information for each new purchase order you

     would like to import.

     7. Save the completed purchase_orders_upload_template to your device.

     8. In the Bulk import new purchase_orders dialog, click the Choose Files button.

     9. Locate then double-click the completed purchase_orders_upload_template on your device to add

     it to the Bulk import new purchase_orders dialog.

     10. In the Bulk import new purchase_orders dialog, confirm the new purchase order information is

     correct.

     11. If the new purchase order information is incorrect, click the Reset Grid button to import an

     updated file with the correct information.

     12. If the new purchase order information is correct, click the Start Loading button.

     13. Once the import process is complete, the new purchase order information will automatically

     display on the Purchase Orders tab.