Import Purchase Order from CSV/Excel file v18

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Import Purchase Order from CSV/Excel file v18

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Import Purchase Order from CSV/Excel file

This module useful to import purchase order from CSV/Excel file.

Related Modules

All In One Import

Advance

All In One Basic Import

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Hot Features

Import Purchase Order Lines

Import From XLS/Excel File

Import From CSV File

Auto Confirm RFQ

Create Auto Vendor

Download Sample Sheet

Features

You can import unit price based on sheet.
You can import unit price based on pricelist.
Easy to import
Import csv or excel
Import product by Name, Barcode, Internal Reference
Auto Confirm Order option
Create vendor if never exist option
Reference Number auto/as per sheet option
Easy to import vendor by Name, Reference, Id.

First you need to tick 'Import purchase Order' group in order to import purchase order

'Import Purchase Order' menu in purchase

When you click "Import Purchase Order" menu, wizard will open that looks like below

Following fields are imported.

CSV/XLS file format must match like below.

About Fields

Column	Purchase Model	Field Name	Description	Required
A	Purchase (purchase.order)	Name	You have to write a name here.	Yes
B	Purchase (purchase.order)	Vendor	Define the Vendor.	Yes
C	Purchase (purchase.order)	Order Deadline	Define the Order Date.	Yes
D	Purchase (purchase.order)	Receipt Date	Define the Receipt Date.	No
E	Purchase (purchase.order.line)	Product	Define the Product.	Yes
F	Purchase (purchase.order.line)	Description	Define the Description.	Yes
G	Purchase (purchase.order.line)	Quantity	You have to write a Quantity here.	No
H	Purchase (purchase.order.line)	Unit of Measure	Take the same name as ERP in the "UOM".	Yes
I	Purchase (purchase.order.line)	Subtotal	You have to write a Subtotal here.	Yes
J	Purchase (purchase.order.line)	Taxes	Taxes are separated by comma(,). You have to provide tax here.	No
K	Purchase (purchase.order.line)	Delivery Date	Define the Delivery Date.	Yes

General Notes:

1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

2) Don't change the sample sheet column sequence.

3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
Watch Video