If you're transitioning from another system or simply logging Purchase Orders in bulk, Adam, your AI accountant, can help you upload multiple PO records in just a few steps. Whether your data is in an image, PDF, Excel, or CSV format, Adam will read the content and populate the Purchase Orders Table for you automatically.
Step-by-Step Guide
Prepare your File
Before uploading, ensure your file includes all necessary details such as the purchase orders date, items, taxes, or discount if applicable, etc.
Your file can be in an image, PDF, Excel (.xlsx/.xls), or CSV format. Make sure it’s organized, either in tables or bullet/list formats that are easy to interpret.
Open the Prompt Area
Navigate to your Purchase order Table.
Click the Create Purchase Orders dropdown in the top-right corner of the page, then select Ask Adam to open the prompt window.
Attach Your File
In the prompt modal, click the Attach file icon next to the message box.
Select and upload the file from your device that contains your purchase order records.
Write a Short Instruction
In the prompt box, type a simple instruction to help Adam understand your request.
Example:
“Upload these as purchase order records”.
This ensures Adam knows what to do with the file.
Observe Upload Limits
For optimal performance:Send up to 15,000 characters per file (approximately 100 account entries).
For PDFs, limit to 10 pages per upload.
If your file is too large, split it into smaller chunks and upload them one after the other.
Let Adam Process the Upload
Click Submit to start.
Important: It may take a few minutes, depending on the file size.
Review the Results
Once the upload is complete, your purchase order entries will appear in the Purchase Orders Table.
Review the data for accuracy. You can edit or delete any line manually if needed.