Import PO

Purchase orders can be bulk-imported using the PO Import template. You can even import an old purchase order that was already received by logging the date of receiving.

If you want to import a PO without using the SellerCloud template, SellerCloud developers can customize a PO import plugin to your requirements. Contact SellerCloud Support for more information.
  1. Navigate Inventory > Purchasing.
  2. Click Import POs.
  3. Click Download Template. See an explanation of its fields below.
  4. Enter each product on a separate row. Each row must have PO information, including PO Number, PO Date, etc.
  5. Complete the template column cells and save the file.
  6. Choose a Company.
  7. Click Choose File > Import Purchase Orders.
  8. If you are importing with a plugin, select the plugin and click Import Purchase Orders.

The template columns correspond to the fields on the Purchase Orders page. All columns must be on the PO to successfully import, but not all columns require a value.

 PONumber Purchase order number in your system.

This can be overridden to create a new SellerCloud PO number by checking the Create New PO Numbers box on the Import POs page before importing. Note: In order to see the Create New PO Numbers box, you must first enable Allow to Re-use PO ID in PO Import File in the Client Settings.

 Description (optional) Text reference field.
 Vendor Vendor name. Can match existing vendor or will create new vendor.
 Payment Term (optional) Payment term with your vendor. Must match existing term.
Vendor Invoice Number (optional but helpful) Purchase order number in your vendor’s system. Often used for accounting.
 Memo (optional) For reference and instructions.
 PODate Date of PO creation.
 IsApproved TRUE or FALSE.

Relevant when requiring POs to be approved before emailing to vendor using the Client Setting Require PO to be approved before it can be  emailed.

 ShipToName
 ShipToAddress
 ShipToCity
 ShipToState
 ShipToCountry
 ShipToZipCode
 ShippingInstructions
 ProductID  ProductID must be in the Catalog before importing.
 ItemName  Product name.
 UnitPrice  Vendor price. The amount vendor is charging for purchase of item.
 Discount  
 AdjustedUnitPrice  
 QuantityOrdered Qty of units ordered.
 QuantityReceived Qty of units received.
 QuantityReceivedOn Date the shipment was received. If nothing is entered, the 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 the Action Menu on the Manage Inventory page. This can speed up the 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.

 

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