PDPO Draft PackView the pilot

For paid pilot buyers

Send the batch securely—without sharing ERP access.

Files do not pass through this website. You create a password-protected, end-to-end encrypted transfer with Tresorit Send after PayPal confirms payment.

1. Prepare one batch folder

Name it with your company and PayPal transaction ID. Include only:

  • Up to 25 English customer PO PDFs, all legible and each using one currency
  • No more than 500 PDF pages total
  • A current ERPNext Item export CSV with Item Code and Item Name/Description
  • An optional Customer export CSV
  • Your current ERPNext Sales Order Data Import template if the site is customized
  • A short text/CSV note with company, default selling price list, naming series, currency, exchange rate, default warehouse, and requested delivery date behavior

You can start from the customer input template.

Never include: ERPNext usernames/passwords, API keys, production database backups, payment-card details, identity documents, health data, or unrelated confidential files. PO Draft Pack will not ask for them.

2. Create the encrypted transfer

  1. After PayPal reports payment complete, open Tresorit Send. No Tresorit account is required.
  2. Upload the prepared batch. The published limit is far below Tresorit Send's 5 GB / 100-file transfer limit.
  3. Set a strong, unique password. Keep the default 7-day link expiry and copy the transfer link.
  4. Email only the link and PayPal transaction ID to sunquanzou@gmail.com from the payer email. Do not put the password in that email.
  5. Send the password through a separate PayPal transaction message. If that channel is unavailable, ask for a separate-channel alternative before sending the password.

Tresorit Send encrypts on the client. Anyone with both the link and password can access the files, so do not post either publicly or reuse the password.

3. Scope check and acceptance

We verify file count, pages, language, currency, legibility, required master data, and the requested template boundary before production work begins. We then email either:

  • Accepted: the 48-hour delivery window and any one mapping question; or
  • Outside scope: a plain explanation and the choice of a full refund. No upgrade is required.

4. Local processing and delivery

The existing MVP runs locally. A human reviews extracted fields, mapped Items, totals, import schema, and exceptions. No connection is made to your ERPNext site. The resulting ZIP is delivered through a new password-protected Tresorit Send link.

Download the ZIP before its 7-day expiry. Compare the CSV against your own current Data Import template and review every Draft before any ERPNext submission.

5. Deletion

After confirming delivery, revoke your original input link. PO Draft Pack deletes local inputs, temporary files, and delivered output within 7 calendar days after delivery, or within 24 hours after a verified earlier request. The deletion log retains status and timestamps, not PO contents.

Review the US$149 pilotDownload synthetic sample