Adding Products Into Purchase Orders Via Spreadsheets

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 entering the data, save the file and import it by clicking on select file option.

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.

You can correct the records which failed to import and import back those records only.

After importing all the records successfully, you can save the purchase order.

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