Purchase Order Import
To import a Purchase Order, please follow the steps outlined below:
1. Locate the "Purchase Order Import" program in the back office.
2. Once opened, you will be presented with a screen where you can select your branch and specify the delivery date. It must be noted that different delivery dates can be inputted to the CSV, but if a date is inputted on this page here, it will override the different dates from the CSV.
In the "File Format" section, you will see two
options: Version 1 and Version 2. Choose Version 1
if you are importing a single order, or Version 2 if you are importing multiple
orders.
3. After selecting the appropriate version, Click ‘Extract Sample’. This will load up a CSV file with an example set of data as seen below:
4. Enter the appropriate details:
As mentioned previously, different delivery schedules for separate POs can be chosen by entering the appropriate dates within column A.
Column B simply requires the appropriate Style ID to be inputted.
For column C, the appropriate supplier code for the item needs to be added here. This can be followed by a PO number which is chosen by you. This is just used as an identifier to group together. It will then put that PO number into the internal notes section of the PO in the system.
Next, for column D, you must input the size pattern for this product.
The following columns represent the quantity of stock to be ordered for each size.
6. A recommendation to speed up the process of inputting this data is to run a product extract report alongside this, specifically as a Stock Extract. You can filter this via the departments or seasons, or by searching for the product directly.
When run, this can be used to copy across both the SID which can be found in column B, and the Supplier Code which is in column AF. However, the size pattern is not currently visible on this report.
7. For obtaining the size pattern quicker, a recommendation would be to create a master excel document which contains all the size patterns, so it is easier to find. This can be done by copying and pasting from the Size Pattern back-office program:
For example, have one sheet containing all of the size patterns, and then individual sheets grouping specific size patterns:
7. Additional notes:
If the size pattern code does not match the size pattern code against the SID then the import would be rejected.
If there are blank values under the QTY then they will just be ignored.
Purchase Order Template to be used for CSV import attached
Related Articles
How Do I Approve A Purchase Order?
Approving the Purchase Order Select the Purchase Order Approval program Before Purchase Orders can be printed or emailed to the Supplier, they must be approved on the system. For a purchase order to be mailed to a supplier, the supplier must have the ...Creating/Amending A Purchase Order?
Creating a Purchase Order Click into Purchase Orders You are able to suspend and recall an incomplete purchase orders as well as amend an existing purchase order. For more information please refer to these specific topics in the Purchase Ordering ...Use Customer Group Import Utility
Import using a CSV with Client Ref, Name and Email Go to Customer Database > Customer Group Import Utility Click on the Import Season Ticket Holder tab. NOTE: The CSV File needs to have 3 columns and in the following order. The Name column can be ...Purchase Order Branch Amendment
The new Purchase Order Branch Amendment program has been create so that, should you need to, you are able to adjust the branch a PO has been raised under to allow for it to be received into a different branch. You will not be able to amend the branch ...Customer Order Despatch Confirmation
Once the order has been picked and packed you will need to update it as despatched. Special Note: Once you update the order the stock is updated and the customer is sent an email with the despatch details. Enter the order number of the order you wish ...