📍 Step 1: Where to find it
In the navigation bar, go to Traceability → Certified Materials
Click Import Orders in the top-right corner
⬇️ Step 2: Download the PO template
Before uploading your data, download the sample file to ensure the correct format.
Click Import Orders
In the pop-up window, click Download sample file
Fill in your PO data in the downloaded file
Important:
The file must include all required columns
Each row should represent one PO line / article
📝 Step 3: Prepare your file
Make sure your file meets the following requirements:
Supported formats:
.xls,.xlsx,.csvMaximum file size: 50MB
One row per PO line / product
Important:
Internal Company Code must match your Network table exactly
This value is used to connect the supplier in your PO file to the correct supplier in your platform network. If it doesn’t match, the system will not be able to assign or send requests to the correct supplier.
Responsible Person must be a valid user in your company
This field defines who is internally responsible for managing and reviewing the supplier’s orders. Make sure the name or identifier matches an existing user in your organization.
Buyer Name is a mandatory field This value is used for the content check of evidence files. Make sure it is filled in for every row, as missing values will cause the upload to fail.
If the format is incorrect, the upload may fail or result in errors.
⬆️ Step 4: Upload your PO file
Click Import Orders
In the upload window, drag & drop your file into the upload area or click Choose file to select your file
Click Import POs to complete the upload
✅ Step 5: After upload
After the upload is completed, your POs will appear in the Certified Materials table.
You can then:
Review coverage
Assign responsible users
Track status (e.g. To Do, Completed)
Monitor collected evidence
Tips & Common issues
Always use the latest sample file
Ensure required fields are filled
Check product identifiers and quantities
Large files may take longer to process
Supplier not linking correctly? Double-check that the Internal Company Code matches exactly with the value in your Network table. Even small differences will prevent proper mapping.
Orders not assigned to the right person? Verify that the Responsible Person exists in your company users and is spelled/formatted correctly.
Upload failing due to missing Buyer Name? Make sure the Buyer Name field is filled in for every row in your file. This value is required for the content check of evidence files.