Before You Begin
Before importing an invoice, make sure you have a supplier invoice file available.
Invoices should include product information, quantities, and pricing whenever possible.
Upload Your Invoice
- Select Invoices from the navigation menu.
- Click Import Invoice.
- Select your invoice file.
- Upload the invoice to Platero.
Review Imported Products
After importing, review the products and pricing information created from your invoice.
Check that product names, units, and costs are correct before saving.
Save Your Products
Save the imported products to add them to your Platero product database.
Your products can now be used for cost tracking and purchasing.