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