Purchase Orders

The Purchase Order module allows items to be purchased from vendors.
To create a new purchase order, click the New button. Each existing purchase order is displayed in the search area on the left.
After all items have been added to the order, click the ISSUE button in the action bar at the top of the order.
Click the AUTO ORDER button to automatically create purchase orders based on reorder points.
To import orders from a spreadsheet or CSV file, click the More button at the top of the item list and choose Import Orders.
To create a template file with the correct column headers, click Export Orders.
The suggested order of CSV imports for new databases can be found here.
For a step-by-step tutorial on working with CSV files, check out the CSV video here.
Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
- PurchaseOrder-Number*
- PurchaseOrder-VendorName*
- PurchaseOrder-DateScheduled
- PurchaseOrder-PurchaseOrderStatus - New purchase order gets BID_REQUEST by default
- PurchaseOrder-CustomerSONumber
- PurchaseOrder-VendorSONumber
- PurchaseOrder-BuyerName
- PurchaseOrder-CarrierName*
- PurchaseOrder-CarrierServiceName
- PurchaseOrder-VendorAddressName
- PurchaseOrder-VendorAddressCity
- PurchaseOrder-VendorAddressState
- PurchaseOrder-VendorAddressCountry - For example, US or United States. Click here to see the list of supported countries and codes.
- PurchaseOrder-VendorAddressPostalCode
- PurchaseOrder-ShipToName
- PurchaseOrder-ShipToStreet
- PurchaseOrder-ShipToCity
- PurchaseOrder-ShipToState
- PurchaseOrder-ShipToCountry - For example, US or United States. Click here to see the list of supported countries and codes.
- PurchaseOrder-ShipToPostalCode
- PurchaseOrder-LocationName*
- PurchaseOrder-GrandTotal
- PurchaseOrder-MultiCurrencyGrandTotal
- PurchaseOrder-HomeCurrencyName*
- PurchaseOrder-ExchangeCurrencyName*
- PurchaseOrder-ExchangeRate*
- PurchaseOrder-FobPointName*
- PurchaseOrder-PaymentTermName*
- PurchaseOrder-Contact
- PurchaseOrder-Phone
- PurchaseOrder-Email
- PurchaseOrder-ShippingTermName*
- PurchaseOrder-Url
- PurchaseOrder-DateIssued
- PurchaseOrder-DateFulfilled
- PurchaseOrder-Notes
- PurchaseOrder-VendorResidential - default false
- PurchaseOrder-VendorAddressVerified - default false
- PurchaseOrder-ShipToResidential - default false
- PurchaseOrder-ShipToVerified - default false
- PurchaseOrderItem-ItemName
- PurchaseOrderItem-LineNumber*
- PurchaseOrderItem-Name*
- PurchaseOrderItem-Description
- PurchaseOrderItem-PurchaseOrderItemType*
- PurchaseOrderItem-PurchaseOrderItemStatus*
- PurchaseOrderItem-VendorItemName
- PurchaseOrderItem-CustomerName
- PurchaseOrderItem-Quantity
- PurchaseOrderItem-QuantityReceived
- PurchaseOrderItem-QuantityFulfilled
- PurchaseOrderItem-QuantityPicked
- PurchaseOrderItem-Notes
- PurchaseOrderItem-UnitCost
- PurchaseOrderItem-MultiCurrencyUnitCost
- PurchaseOrderItem-DateScheduled
- PurchaseOrderItem-DateFulfilled
- PurchaseOrderItem-ExchangeCurrencyName*
- PurchaseOrderItem-ExchangeRate