How to Import Purchase Orders

Purchase Order Import

You can easily add items to a purchase order via import. The import will also create new vendor product relationships for those products not already assigned to the vendor.

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, Item Barcode, Vendor SKU, Cost, Quantity, Serial #, Lot # and Lot Expiration (if lot/expiration tracking is enabled)

Purchase order imports should be ONE vendor at a time

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

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

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

At the bottom of your purchase order is the summary of items and their costs on this purchase

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

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