MicroBiz allows you to bulk import items being received into a Purchase order or vendor shipment.

Requirements:

1) Spreadsheet must be formatted as a CSV file.

2) File shall contain three columns with the following information:

• A product ID (can be the SKU, Alternate SKU or UPC of the product record)
• Quantity being received
• Cost

3) Columns must be in the order above.

3) Columns should contain a header which will help you check the mapping

4) Product record with the ID referenced in the file must already be in your MicroBiz product catalog.  Quantities of items not already in MicroBiz cannot be imported via a vendor shipment and will be omitted from the import.

Steps to Import Products in a Purchase Order Vendor/Shipment

• Download the CSV template attached.
• Confirm that all items on the spreadsheet are already saved in MicroBiz as product records - and that all records have a default vendor of the vendor being received or the selected in the document vendor is a distributor.
• Create new Purchase order/Vendor shipment
• Go to Action Panel>Items and press the Import Items button.
• 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".
• Select CSV file
• After confirming mapping, import the products by clicking the 'Finalize' button