Purchase Order Import

Navigate to Utilities → Import →Inventory → Purchase Order Import

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

You can download the sample template by clicking on the Download Sample link.

The mandatory fields for import will be preselected, you also have the option to select the other required fields and download the CSV file sample.

Now, when you are ready with the import file, process it with the steps below.

Here are the descriptions for the fields involved in the purchase order import process:

• Status: Indicates the current status of the purchase order.
• Item ID*: Unique ID for the item being ordered.
• Quantity*: The quantity of the item being ordered.
• Location Type*: The type of location where the item is to be delivered, such as "Warehouse," or "Store,". Enter 0 if a store or 1 if a warehouse
• Location ID*: Unique identifier for the location where the item is to be delivered. Enter Store ID or Warehouse ID.
• Unit Cost: The cost per unit of the item being ordered.
• Discount: The name of any applicable discount for the item. The discount name attached to the item is entered here. 
• Tax: Tax code applied to the item in the purchase order.
• Due Date: The date by which the vendor is expected to ship the order.
• Vendor Ship By: The date by which the vendor should ship the order.
• UOM (Unit of Measure): The unit of measurement for the item being ordered, such as "Each," "Dozen," or "Pound."
• Vendor ID: A unique code used to identify the vendor.
• Vendor Code*: The code or identifier for the vendor supplying the item.
• Vendor Name*: The name of the vendor. The Vendor Name associated with the item should be entered.
• External Location ID: An external identifier for the location, which may be used for integration purposes with external systems.
• External Vendor ID: An external identifier for the vendor, which may be used for integration purposes with external systems.
• External PO Number: An external purchase order number, which may be used for cross-referencing with external systems.

Fields marked with an asterisk (*) are required for importing Purchase Orders. Omitting these fields will result in an invalid record error during import.

Importing POs

1. Go to Utilities → Import→ Click on Purchase Order Import.
2. Upload Your File: Attach the Item file by simply Drag & Drop or uploading your CSV file directly from your computer by browsing for it.
3. Click Continue when done.
4. Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading ColumnName. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.
5. You can map and make sure all of the column field data you're importing has been matched to its equivalent setting on Console.
6. Enter the email address to which you will receive the status of your import.
7. Click Continue.
8. The Import will be Initiated → Click Finish.
9. You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.
10. Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to  Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.
11. Once done, you can see the Status as COMPLETED

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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