Import Purchase Orders

Using purchase order imports will make it easy to place large purchases from a vendor while keeping data integrity in-tact.

Purchase Order Import

When making purchase orders oftentimes the quantity of items on the order makes it very hard manually create the order. Not now with the purchase order item importer.
To add items in bulk to your purchase you'll need to first initiate the creation of a PO and select a vendor, at which point items for that vendor can be imported and added automatically to the PO.

Video Overview

File Template

Your import file should have a similar structure to the file below. You can make a copy of the import file for your own use as well by clicking the link below.
Available Import Fields: SKU, Vendor SKU, Barcode, Unit Cost, Quantity
Purchase order imports should be ONE vendor at a time
purchase order import template

Import Your PO

To import you first need to start the creation of a PO, then select 'Import' from this creation screen.
You can import using CSV, Excel, or JSON formats
create purchase order from import csv

Select Import File

select import file

Map Fields

  • 1) Select the mapping fields

  • 2) Select 'Next'

Edit Import Data

  • 1) You can remap the column names by selecting the dropdown on that column heading

  • 2) Directly edit column data by clicking into a cell

  • 3) Change which product the data applies to

  • 4) Select whether or not to import the row

  • Click on 'Import All' when satisfied

edit purchase order import data

View Import Quantities

Once your items have imported to the purchase order you can view the added items and make adjustments if needed.
1) The blue dot indicates the item is added to the purchase order
item added to purchase order indicator
At the bottom of your purchase order is the summary of items and their costs on this purchase
purchase order summary

Vendor/Product Setup

Set up your vendors and the related products to begin creating purchase orders

PO Approval Workflow

Have SKUSavvy send your purchase orders directly to the vendor to approve or adjust