Import line items to a sales or purchase order
This article covers importing of sale or purchase order line items within Stock&Buy.
Stock&Buy allows you to import and add line items to a sale or purchase order via CSV.
To import line items to a given sale or purchase order:
- Navigate to the Sales page (or the Stock Control if you would like to import items to a purchase order)
- Open the order details
- Click on Import / Export drop down menu and select Import line items from CSV
- A dialog will pop up. Click on Import CSV file
The order line items CSV file has the following columns:
| LineType |
The line item type, supported values are:
|
| Description | Line item description |
| SKU | The product SKU. This property is used to lookup and match products when a file is uploaded |
| SupplierSKU | Optional: The product supplier SKU |
| Barcode | The product barcode. This property is used to lookup and match products |
| Quantity | The line item quantity |
| Discount | The line item discount |
| Price |
The line item price. Note: The line item price is in the order currency. |
| Tax |
The line item tax class name Note: Make sure the tax class type matches the order type i.e: use a purchase tax class name when importing purchase order line items and a sale tax class name when dealing with sale order line items. You can add and edit tax classes under your account settings. Read more about tax settings here. |
The procedure described above applies to both sale and purchase orders. Similarly, you can export sale or purchase line items to a CSV file. Here’s a handy guide for your reference.