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:
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|
The line item price.
Note: The line item price is in the order currency.
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.
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