Purchase orders can be imported in bulk using the PO Import template. You can even import old purchase order that were already received by logging the date of receiving. If you would like to import a PO without using the SellerCloud template, SellerCloud developers can customize a PO import plugin to your requirements.
- Navigate Inventory > Purchasing.
- Press the Import PO link.
- Download the template. See explanation of fields below.
- Enter each product on a separate row. Each row must have the PO info entered, including the PO#, Vendor PO Date etc...
- Complete template column cells and save.
- Select a company.
- Choose the file and press Import Purchase Orders.
- If you are importing with a plugin, select the plugin and the press Import Purchase Orders.
The template columns correspond to fields on the PO interface in SellerCloud. All columns need to be on the PO to successfully import. Not all columns require a value.
| PONumber|| The purchase order number in your system. This can be overridden to create a new SellerCloud PO number by checking the Create New PO Numbers checkbox on the interface before importing. |
| Description|| Text Reference field. Not Required.|
| Vendor|| The vendor name. Can match existing vendor or will create new vendor.|
| Payment Term || Payment term with your vendor. Must match existing term. Not required.|
| Vendor Invoice Number || The purchase order number in your vendor's system. Not required but often used for accounting. |
| Memo || For reference and instructions. Not required.|
| PODate || Date of PO creation.|
| IsApproved|| TRUE or FALSE. When requiring POs to be approved before emailing to vendor. (Client Setting - Require PO to be approved before it can be emailed).|
| ShipToName|| |
| ShipToAddress|| |
| ShipToCity|| |
| ShipToState|| |
| ShipToCountry|| |
| ShipToZipCode|| |
| ShippingInstructions|| |
| ProductID|| ProductID must be in Catalog before importing.|
| ItemName|| Product Name|
| UnitPrice || Vendor Price. The amount vendor is charging for purchase of item.|
| Discount |
| QuantityOrdered || Enter the qty of units ordered.|
| QuantityReceived || Enter the qty of units received.|
| QuantityReceivedOn|| Date of receiving. If nothing entered then date will default to date of import.|
| DontCountInventory|| If set to TRUE no inventory calculating will be done when creating and receiving the PO. Inventory can be calculated later from Action Menu and Manage Inventory page. This can speed the time of import.|
| CaseQtyOrdered || Enter value when ordering by case. Read more about Case Qty on PO here.|
| CostPerCase|| Enter value when ordering by case. Read more about Case Qty on PO here.|