Import an Order with an Excel Template

You can fill in our Excel Order template and paste it into DPF to create an order. Download the template here:

1. Download the Purchase Order V4 Template.
   
   

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2. Fill in the PO form.

   • The Supplier must exist before you paste the Excel PO Template into DPF.

   • When you paste the sheet into DPF, the system will match the supplier on the Supplier Code first, then ABN, then Supplier Name.

   • Select your Currency from the drop-down list. 

   • Enter in the Amounts including Tax in column O. The tax flag will automatically populate.

   • If there is no tax on the amount, delete the Tax amount in column P. The tax flag will automatically update to a non-tax code.
     
     

3. In Excel toolbar select Edit > Select All and then press CTRL + C on your keyboard to select and copy the entire worksheet.
   
   

4. Login to DPF and navigate to Draft Orders. From the sidebar select Import PO.
   
   

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5. Paste the Excel sheet into the Import popup and click Save. If successful, your order will be created.

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