1. Log into ledger.partsledger.io using your PartsLedger specified login information or ServiceTrade login information.
2. Go to Orders > New P/O and select the Supplier’s Name, fill in any information you would like then click Assign Order Number
3. Scroll to bottom of page, click on Import from CSV, select the csv file that you would like, and click Import
- Pictured below is an example of the csv template and a few of the fields needed for the import
4. You can add and assign all new line items to a ServiceTrade job by choosing the work order number or ServiceTrade job number under the Assign to Work Order drop down found in the header
5. Click Update Order Header