Use the vendor screen to add in quick details for purchases OR import spreadsheets of your purchases to save time.
Resources & Information:
Download the blank copy of the csv file for use with importing from here:
CSV File Heading Descriptions:
- Part Manufacturer Item ID:
This is the most important field. If this matches a current manufacturer id the purchase will be adding to an exist part in your inventory. If there is no existing matching ID then a new part entry will be created. If there are duplicate manufacture ids in your csv file for more than one part they will not get imported. - Part_Category
Enter a category for the part - Part_Description
Enter a part description - Part_Name
Enter a part name - Part_Size
Enter a part size - Part_#_Per
Enter the total number of parts per bag/pack/wire length etc - Part_Date
Enter the purchase date - Part_Per
Enter a description for the unit of measure, ie bag/roll/pack etc - Part_Price
Enter the total price of the purchase - Part_QTY_Purchased
Enter the number of bags/packs/rolls of wire etc purchased - Ship_Cost
Enter the shipping cost - Tax_Inc_Flag
Enter 1 if Tax is included. Enter 0 If tax is not included - Tax_Percent
Enter the Tax amount as a decimal. 0.1 = 10%, 0.5 = 5% etc - Vendor_Order_#
Enter a Vendor order number (if applicable)