How to create PR from Excel [Bill of Materials (BOM)]

Adding individual items takes a lot of time and effort. On ProcurementFlow you can just upload an Excel files (XLS, XLSX and CSV) easily to import items in seconds.

The ProcurementFlow BOM Excel structure (15KB)

Find PR column on ProcurementFlow Kanban Board and press [+].

Select Upload Excel option to move to the destination page.

Click Drag and drop your product list Excel/CSV file here to upload your file or Drag-and-drop your file directly to the space shown.

Note: If you need a template for your Excel sheet, you can click link below to download our sample spread sheet. You can enter your own data and import when you need to.

The ProcurementFlow BOM Excel structure (15KB)

When your Excel sheet is uploaded click Import to continue.

Note: If you receive an error message when attempting to upload a spread sheet, it might be because of your spreadsheet row count. Currently, our row count is maximum 1,500 rows per Excel sheet.

Review if the import was successful. If you find something that needs to be edited you can click edit icon to make changes.

If the import was successful, you can start specifying your Purchase Request.
Was this article helpful?
Thank you!