Adding Products Into Purchase Orders Via Spreadsheets
When
you need to add lots of items to add in the purchase order, you
can add them by using the import file of purchase order instead of searching
them in purchase order and adding them one by one.
To import the items in purchase order by file, you can
navigate to Inventory >> Purchases >> Add new
Now you can click on IMPORT ITEMS
TO THIS ORDER option as shown below.
A pop up will appear allowing you to download the purchase order import file template.
Please download the template file. If you are not sure what information to be put in the template file, please check it on the product pages.
Also, if you would like to update the cost of the products in the purchase order, please check the important note
mentioned in the template. As mentioned in it, you will only need to enter data in the “New
cost” field if the item cost is different from the cost on the product page. If they are the same, please keep
“New cost” and “Cost change type" fields blank.
If the cost of an item is changed, you will need to enter 0, 1 or 2 in the "Cost change type" field, and it works as the explanation below.
0 : Temporary change – applies only to this PO
1 : Permanent – Update selling price with same profit margin
2 : Permanent – Update profit margin with same selling price
After selecting the file, import button will be highlighted as shown below. Click on it to import the file.
It will import the items in the file into the purchase order as shown below.
View import log will show the number of items which have been imported successfully.
If any product failed to import then it will be shown in the error log with the reason to fail. You can also download the file for records with errors. It will show the SKUs which failed to import.
After importing all the records successfully, you can save the purchase order.
Related Articles
Creating & Adding Products in Hike
Your products are the lifeblood of your business, for obvious reasons, and the need to ensure you add each new item into your point-of-sale correctly, is essential. From customizable product tags and descriptions, to setting up things like inventory ...Importing Products via Excel Files
When businesses are moving to Hike POS, rather than having to manually create all data, like products, customers & suppliers. It may be preferable to have all information stored onto a spreadsheet, that can then be imported into Hike. Also, manually ...Export A Purchase Order
In Hike, you can export a purchase order into 4 different types of files. You can choose one or more from them to suit your needs. Export this PO The exported file is a spreadsheet, and it includes all the data in the purchase order, namely Product ...Adding Suppliers in Hike
Suppliers are an integral part of any businesses who purchase goods from wholesale suppliers, to stock in their store. Having a streamlined system to add, edit and delete suppliers where necessary, are features that your point-of-sale solution will ...Use A Barcode Scanner for Purchase Orders
To increase the efficiency of adding products into a purchase order and receive it, you can use a barcode scanner to help with the operation. Adding products into a purchase order Please follow the steps below to add products into a purchase order. ...