If you have multiple purchase persons and want to add them in bulk, “Edara” makes the process easier through the import feature. Here’s how to take advantage of it.
Importing Purchase Persons
Go to Data.
Open the “Data Import” page.
Choose the “Purchase” module.
Click on “Download Template”.
Open the Excel file and enter the names of the purchase persons.
Click on “Upload File” to import it back into the system.
Select the file containing the purchase persons’ data.
Click on “Save”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, who are ready to assist you.