How to Paste PO order items from CSV

NOTE: The following is merely just a copy and paste, but you need to maintain the formatting for a successful paste. You are not importing anything.

  1. Go to Purchase Orders.

  2. Click +New PO.

3. Select the vendor you wish to create a PO with.

4. Populate the required information under PO Details (To Destination, Confirm By).

5. Populate any Shipping or Aggregate costs, remember these are costs that will be evenly distributed amongst all the line items and quantities.

6. This is the step where you will initiate the bulk paste. In the "Add Item" section, click "Paste From CSV".

7. You will be prompted with this window.

8. Create your own Excel template including the information below:

Column A: Vendor SKU - associated to the master SKU with the respective vendor.

Column B: Quantity.

Column C: Units of Measure. (Each, or the customer measurement you created).

Column D: Unit Cost, the cost of your product, If no value, put 0 cannot be blank.

Column E: Discount - must either start with a $ or end with a %. If no discount please put $0 or 0%, If no value, put 0 cannot be blank.

Column F: Tax% - If there is no value, put 0, this cannot be blank. No symbols.

Column G: Packaging - optional, you can leave it blank.

9. Now save this as a CSV file.

10. Open the newly saved CSV and open as a TXT/Wordpad file.

11. Copy all the data WITHOUT headers and paste into the window from Step 7.

12. Click "Apply to PO".

13. Save the PO or Save and Authorize the PO.

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