Importing Purchase Orders
You can easily import purchase orders into Stoqflow. To import the purchase orders, you will need to create a .csv file. You can do this by creating an Excel file and saving it as a .csv file (comma separated values) or by using an online conversion tool.
Preparing the Import File
Stoqflow links the column headers to fields in the application. Rows in the CSV file with the same connector (a number, a series of letters, a supplier reference, etc.) will be combined into the same purchase order, where all the shared information (such as supplier, date, notes, etc.) from the first row is carried over. From subsequent rows only the information related to the order items is carried over.
Therefore, enter the correct column header each time. A template with the correct column headers is available in the application. The following data can be added, including the corresponding column header between parentheses. The mandatory fields for creating new purchase orders are indicated in bold.
- Connector (
connector) - Supplier Reference (
supplier_reference) - Status (
status) - Creation Date (
created) - Delivery Note (
delivery_note) - Notes (
notes) - Supplier: Name (
supplier_name) - Supplier VAT Number (
supplier_vat) - Supplier Contact (
supplier_contact) - Supplier Email (
supplier_email) - Supplier Phone Number (
supplier_phone) - Supplier: Address Line 1 (
supplier_address_1) - Supplier Address Line 2 (
supplier_address_2) - Supplier: Postcode (
supplier_postal_code) - Supplier: City (
supplier_city) - Supplier Province/State (
supplier_province_state) - Supplier: Country (
supplier_country) - Tracking Numbers (
tracking_numbers) - SKU (
sku) - Note (
note) - Quantity (
quantity)
!> Note: No orders can be overwritten. This means that each line from the import file will result in a new order. When an order has the same reference as an existing order in Stoqflow, that order will be skipped.
Importing Purchase Orders
Once the file is created, you can import it into Stoqflow. Via the overview screen of purchase orders, you can import purchase orders. You do this by selecting the import/export icon () at the top of the list. Then select the shop and warehouse for which you want to import purchase orders. After that, click on ‘import csv file’ and search for the correct file among your documents.
