Overview

An option for creating a purchase order is through importing a file.

Detail

A purchase order can be imported into the database from a csv file. The following fields have to be entered to successfully import a file.

Mandatory fields include the item ID/SKU, venue ID, level (whether its store or warehouse) and the level ID (the ID of the store or the warehouse). The unit cost is optional, as well as the retail cost. Quantity is mandatory and cannot be empty, discount and tax are optional, vendor ID is mandatory, unit of measure is optional. Once all the mandatory details are entered, the data is saved and uploaded, the application stores the data in the database directly bypassing the user interface and generates a PO number and provides a PO number as confirmation.

Once the upload is complete, the user must has to go to the Purchase Order screen and search for the specific purchase order number from the search list. Once the PO is modified as needed and reviewed, click on modify and send it for approval. Once the PO is approved, its sent to the vendor.

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