To speed the creation of purchase orders and vendor shipments, you can now import the SKU, name and quantity of the items directly into a draft or open vendor shipment or purchase order. This can speed up the recieving process if your vendors offer the ability to download a copy of your order to a CSV or Excel file. If so you can now import long lists the products into a vendor shipment or PO with a few clicks.

Note: The template used to import a product file into a Vendor Shipment or Purchase Order in MicroBiz Cloud v2 is attached at the bottom of this article.

Purchase Order/Vendor Shipment CSV Template

To download the template, go to Settings>Imports>Product Imports and use the links on the right portion of the page to select 'Download PO/VS Import CSV Template'.

Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings or changing the format from CSV.

The following chart provides more information on the import fields:  

Steps to Import a List of Items into a Vendor Shipment or Purchase Order

1. To import the file into a vendor shipment, navigate to Inventory > Vendor Shipments > and create a new Vendor Shipment.

For Purchase Orders go to Inventory -> Purchase Orders -> New Purchase Order

2. Select a Vendor

3. Navigate to Action Menu -> Item -> Import Items

4. In the search Field select the identifier that will be used in the template for products ( select between SKU, Alternate SKU or UPC) and click "Select File".

5. After checking the preview, click Finalize.

The file then will be imported.

IMPORTANT: Make sure to Complete the Vendor shipment.  Do not leave it in "Draft" status.