Upload Excel / CSV purchase orders, map them to your system records, and create orders automatically.
Select Existing Chain
Use a previously configured chain with saved mappings
Create New Chain
Set up a new chain reference for a customer group
PO Records Lookup
Search and view processed PO records and their items
Activity Log
View processing history, events, and user actions by date
User Management
Add, edit, and manage user access and roles
Admin Controls
Global Defaults
Order Creation
When OFF, PO is recorded but no orders are created
Price Plan Enforcement
When OFF, orders created using Excel price without price plan match
Per-Chain Override
Override global settings for individual chains. Leave as "Use Global" to follow the global default.
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๐ง Email Notifications
Select Chain Reference
Available Chains
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Chain Management
Create New Chain
Existing Chains
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Step 1: File Upload & Header Mapping
Upload Purchase Order File
Drop file here or click to browse
File Preview
Map Columns to System Fields
Step 2: Product Code Mapping
Map each product code from the Excel file to a product in your database.
0/0
Excel Product
Product Code / Item No
โ
No conversion
No price conversion
โ Saved
Search System Products
Mapping Summary
Step 3: Customer Code Mapping
Map each store/branch code from the Excel file to a customer in your database.
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Excel Customer
Store Code + Branch Code
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Search System Customers
Mapping Summary
Step 4: Order Review & Confirmation
Review each order, verify pricing. Orders with price mismatches are ON HOLD and will not be created.
Processing Complete
User Management
PO System Users
Username
Display Name
User
Manager
Admin
Last Login
Action
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Role Guide: User โ Upload PO, review orders, create orders, PO records lookup. View-only mappings. Manager โ All User abilities + map products/customers, edit mappings, activity log. Admin โ All Manager abilities + settings, user management, purge records.
Add User
Selected User
Username
Activity Log
Filter Events
Events
Select a date or click "Today" to view activity
PO Records Lookup
Search
Select a date or click "Today" to view upload batches