This Help Article covers;

By forwarding Supplier emails with Purchase Invoice/Credit Note attachments to your unique Katipolt import email address, you can build a list of Purchase Invoice/Credit Note attachments available to import directly into Katipolt

⚠️ NOTE: Only Supported Purchase Invoice/Credit Notes can be imported, a list of these displays on the “Import: Choose File to Import” popup.

💡 TIP: Alternatively, you can Drag & Drop the individual Purchase Invoice/Credit Note attachments directly into the Import Queue Page.

Purchase Invoices/Credit Notes that have a valid Job Reference will be assigned to that Job and can have their Product Lines pulled into a Sales Invoice on [Get Costs].

1. From the Side Menu, Press Purchases to display the Purchases List, then Press the Import Queue Top Tab to display the IMPORT QUEUE Page

💡 TIP: The Import Queue Top Tab displays a red dot to indicate there are email attachments in the queue ready to import.

2. From the IMPORT QUEUE Page, Press the [CREATE PURCHASE FROM EMAIL] button to display the “Create purchase from email” popup.

The “create purchase from email” popup displays your Unique forwarding email address used to forward Supplier emails with Purchase Invoice/Credit Note attachments to Katipolt

⚠️ NOTE: It is not recommended that you give the Unique forwarding email address to your Suppliers, this is to prevent any risk of being spammed with items you don’t want in the Import Queue.

Simply forward the email with the Purchase Invoice/Credit Note to the unique Import Queue Email Address

1. From the IMPORT QUEUE Page, Tick the left Tickbox(s) to Select the Purchase Invoice/Credit Notes to be imported and display the Multi Select Option bar at the bottom of the Page

2. From the Multi Select Option bar at the bottom of the Page, Press [Import] to display the "Import: Preview" popup where you can review the Purchase Invoice/Credit Note(s) import

⚠️ NOTE: Should one of the files being imported not be supported, displaying the "Import: Preview" popup will be interrupted with a popup advising which file(s) are not supported.

3. When you are satisfied with the details of the import, Press [IMPORT (XX)]

💡 TIP: Items can be removed from the Import Queue by Selecting the Purchase Invoice/Credit Note(s), then from the Multi Select Option bar at the bottom of the Page, Press [Remove].