Step 1: Go to PURCHASE module and select the "+" next to Invoices.
Step 2: Enter dates, supplier, location and invoice number. Make note of the invoice number(s) you create, you will need them later.
Step 3: Click Save. You have now created a blank purchase invoice that you can import the products you are receiving onto.
Step 4: Create your import spreadsheet.Please see the template that goes with this tutorial. If you don’t have access to the template you can create your own with this guide:
Required file layout:
Column A – Purchase invoice
Column B – Product code
Column C – UPC code
Column D – Product name
Column E – Amount
Column F – Wholesale price (w/o tax)
Column G – Discount from aforementioned price
Additional information about the product (will be added to product card):
Column J – Unit
Column K – Location in warehouse
Column L – Product group
Column M – Sales price (w/o tax)
Column N – Sales price with tax
Column O – Supplier
Step 5: Add your data to the sheet and save as UNICODE text file.
Note 1: You may import information for more than one purchase invoice from one import sheet.
Note 2: Any invoices you’re importing to must be already created and numbered in the system.
Note 3: New products will be created in the system if there is no match for them by Code, UPC code or name.
Step 6: There are two methods of accessing the import module
Step 7: Select Choose file and click on the file you’d like to import from (the UNICODE text data sheet you’d created).
Note: If your file has a header row (likely) you’ll want to check off the File has a header row. If you are changing or adding additional information to your existing products, or have information in columns J-P, you’ll want to select Also update product data.
Step 8: Click Import.
Step 9: Go back to the PURCHASE module and look at your updated purchase invoices. Open up the given purchase invoice and click on Confirm to finalize your invoice(s).