1. Prepare one proof folder
After the free-proof scope is accepted, include only:
- One legible, authorized and preferably redacted English customer PO using one currency
- Only the ERPNext Item rows needed for that PO, with Item Code and Item Name/Description
- An optional matching Customer row
- Your current ERPNext Sales Order Data Import template if the site is customized
- A short note with company, price list, naming series, currency, exchange rate, warehouse, and requested delivery-date behavior
You can inspect the customer input template. Do not attach completed business files to email.
2. Transfer after proof-scope acceptance
3. Scope check and acceptance
We verify file count, pages, language, currency, legibility, master data, scans, and the requested template boundary before processing. Unsupported input is cancelled and refunded before processing.
4. Local processing and delivery
A human reviews extracted fields, Item mappings, totals, import schema, and exceptions. No connection is made to your ERPNext site. Within 48 hours of complete, accepted inputs, the resulting ZIP is delivered through a new password-protected Tresorit Send link.
Compare the CSV with your current Data Import template and review every Draft before any ERPNext submission.
5. Deletion
PO Draft Pack deletes local inputs, temporary files, and delivered output within 7 calendar days after delivery, or within 24 hours of a verified earlier request. The deletion log retains status and timestamps, not PO contents.