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Copy and Paste from Excel in Purchase request
Copy and Paste from Excel in Purchase request
Updated over a week ago

Now in Edara, you can easily copy and paste purchasing data from Excel into the purchase request document by following these steps:

  • Prepare the purchase data in Excel with the following columns in order: Product, Quantity, Price, Comments. The Product column may contain the product name, SKU, or part number according to the desired product identifier to be used.

  • Create a new purchase request document.

  • Copy the data from Excel (in the order of Product, Quantity, Price, and Comments, excluding the column header).

  • Click on the icon next to the search bar.

  • Choose the product identifier (by default, it is the product name, but you can select the SKU or part number based on the copied data).

  • Click Paste.

  • A summary of the paste operation will appear, indicating the number of records successfully pasted and any failed pastes.

  • Click Got it

Note:

Any invalid data will be ignored. You can export the pasted data to Excel to identify the data that failed to paste, as shown in the following image.

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