How to bulk link POs and SOs?
Instead of linking orders one by one, you can upload a file to link many purchase orders to their sales orders at once.
❕ You can only link orders that use the same attachment template.
Go to Traceability → Orders. On the Sales Orders tab, click Bulk Link PO; on the Purchase Orders tab, click Bulk Link SO.
Click 'Download template' on the top right and add all the POs and SOs that need to be linked to the sheet. Make sure the attachment template for SO and PO is the same. Once your sheet has all the details, upload it with 'Choose file' or drag and drop, then click 'Continue'.
In ‘Map columns’, match your columns to SO Number and PO Number, then click Next.
Once you have validated the data, it's time to finalize the import. Simply click on the 'Import N rows' button (N is the number of rows) and you're done! It's as easy as that.
If a number is not found, it is listed under Issues to fix. Click the cell to pick the right order.
If a PO and SO use different attachment templates, they won’t be linked and a message shows which order failed.
Linked orders show a confirmation message.