What's New
We're powering up Dynamic Views to make your supply chain information even more accessible, and giving you tools to bulk create multiple orders in one sitting.
Dynamic Views Enhancements
Workflow Quickfilter
We're super-powering Dynamic Views so that you can see all milestones & associated key date values across multiple orders in one place! This has been a long-time ask from many of our customers, and we are excited to deliver this functionality to you.
- From any Orders or Order Items views, use the Workflow Quickfilter to select a workflow
- We will inject a block of milestone key dates associated with that workflow, and display all orders for that workflow
- View all milestone statuses and key date values at a glance
- You can also download a CSV of all orders with milestone date information
Select a workflow:
View workflow milestones & key dates:
Bulk Order Creation
Create Multiple Orders via CSV
You can now create multiple POs in one workflow! Go ahead and utilize our bulk create feature to create many multi-line orders in one sitting.
- To create an order, select global "Add+" > "Add Order" > "Bulk Add POs from CSV"
- Select a Workflow - all orders created in bulk will need to be using the same workflow
- Download both CSV templates:
- Orders CSV - for order header information and milestone key date values
- Order Items CSV - for line item information on associated orders
- Fill out the CSV, then upload each template into the appropriate tabs:
- "Add Orders"
- "Add Order Line Items"
Other notes:
- Order and Line Item level custom fields are supported
- Milestone key date values are supported
- Choose to save as draft orders or bulk issue all orders
- Option to suppress emails to suppliers available
Check out our article on bulk order creation via CSV for further details.
From the global "Add+" > "Add Order" > "Bulk Add POs from CSV":
Select a Workflow:
Download both templates:
Be sure to upload both templates using the appropriate tabs:
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