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Importing purchase orders into your account using a comma-separated values (CSV) file is useful when you need to create multiple purchase orders. This feature is also useful when switching from another platform, as it allows you to import all active orders in one go.
When you import purchase orders, the data is converted from the CSV file into orders.
Steps
- Navigate to Stock Control module, select Purchases, then click Import from the top-right-hand corner of the screen.
- Click Next.
- Then download our spreadsheet template file and fill it up with your orders and information, including External Id, Client information, SKU, prices, and much more.
- Once you made the desired changes to the spreadsheet file, click next, and you will be able to upload your purchase orders into Stock&Buy.
CSV File Format
| Column | Description |
| External Order ID | This is a mandatory field. An order ID that helps identify purchase orders. |
| Creation Date | The date the purchase order was created. |
| Full Name | The full name of the supplier. |
| Phone Number | The phone number of the supplier. |
| The email address of the supplier. | |
| Address1 | The primary address of the supplier. |
| Address2 | The secondary address of the supplier, if there’s any. |
| City | The city where the supplier is from. |
| State (County) | The state or county where the supplier is from. |
| Zip (Postal Code) | The ZIP or Postal Code where the supplier is from. |
| Country | The country where the supplier is from. |
| SKU | It is a unique alphanumeric code or identifier assigned to a specific product. |
| Quantity | The number of units of a specific product. |
| Price | The cost of the product. |
| Tax (%) | The percentage or rate of tax applied to the price of a product. |
| Is Tax Inclusive? | True, if tax is included in the product prices, otherwise, false. |
| Discount (%) | The discount rate for a specific product. |
| Landed Cost | True, if tax is included in the landed cost. Otherwise, false. |
| Landed Cost Tax (%) | The tax amount associated with the landed cost of a product. |
| Is Tax Included in Landed Cost? | True, if tax is included in the landed cost, otherwise, false. |
| Is Received? | True, if an order is received. Otherwise, false. |
