Purchase Order Import Tool
Overview
A Tab separated format allows users to import purchase Orders into Khaos Control from a file. When Importing .tsv files which have multiple Purchase Order codes for a supplier, the system will create a Purchase Order for each unique Purchase Order code.
Configuration
- In order to prepare the data for import, the file should be saved with a .txt or .tsv extension.
- The top line of the file may be a header containing the specified field names.
Mapping Table
Field Name | Mandatory | Description | Field Type | Character Limit |
---|---|---|---|---|
SUPPLIER_CODE | ![]() | The Supplier to be set against the imported Purchase Order. | FREE TEXT | 30 |
STOCK_CODE | ![]() | The stock code for items on the Purchase Order. | FREE TEXT | 30 |
ITEM:STOCK_DESC | ![]() | The Description of the stock item. | FREE TEXT | 250 |
ITEM:QTY_BOUGHT | ![]() | The quantity of items bought | NUMERIC | 20 |
ITEM:NET_PRICE | ![]() | The NET price per item on the purchase order. Should not be used with ITEM:UNIT_PRICE. | NUMERIC | 20 |
ITEM:UNIT_PRICE | ![]() | The GROSS price per item on the purchase order. Should not be used with ITEM:NET_PRICE. | NUMERIC | 20 |
ITEM:DELIVERED | ![]() | Whether the item will be marked as delivered or not. | YES/NO | 4 |
HEADER_NOTE | ![]() | Allows input into the Note to Supplier field | FREE TEXT | 255 |
SUPPLIER_ID | ![]() | The supplier ID that the purchase order will be imported against | NUMERIC | 15 |
USER_ID | ![]() | The user that the Purchase Order will be imported against | NUMERIC | 4 |
PTYPE_ID | ![]() | The payment type to be set against the Purchase Order. Can be one of the following:
| NUMERIC | 4 |
PORDER_CODE | ![]() | The Unique Purchase Order code the Purchase Order will be imported as. | FREE TEXT | 20 |
CREATE_INVOICE | ![]() | Whether a Purchase Invoice will be created upon importing the Purchase Order. | YES/NO | 4 |
NET_TOTAL | ![]() | The net total amount of goods on the Purchase Order. | NUMERIC | 20 |
TAX_TOTAL | ![]() | The total amount of tax on the Purchase Order to be imported. | NUMERIC | 20 |
DATE_CREATED | ![]() | The Date the purchase order was created on. | NUMERIC | 16 |
DATE_REQUIRED | ![]() | The date the purchase order should be delivered on. | NUMERIC | 16 |
POST_DATE | ![]() | The date the Purchase Order was posted. | NUMERIC | 16 |
TAXABLE | ![]() | Sets the Taxable option. | YES/NO | 4 |
SORDER_ID | ![]() | Sets the associated Sales Order when importing the Purchase Order. | FREE TEXT | 15 |
DATE_PRINTED | ![]() | Date when the Purchase Order was printed. | NUMERIC | 16 |
LOCK_PRICES | ![]() | Sets the Lock Prices checkbox. | YES/NO | 4 |
CURRENCY_ID | ![]() | The Currency ID to be used when importing the Purchase Order. | NUMERIC | 4 |
BRAND_ID | ![]() | The Brand ID to be set against the Purchase Order. | NUMERIC | 4 |
PO_STAGE_ID | ![]() | Sets the stage where the Purchase Order will be placed once imported. | NUMERIC | 4 |
ASSOCIATED_REF | ![]() | This will import as the ass. Ref on the Purchase Order. | FREE TEXT | 50 |
DROPSHIP_DIRECT | ![]() | Set's whether the Purchase order is a dropship direct purchase order or not. | YES/NO | 4 |
SOURCE_SITE_ID | ![]() | Sets the site where the purchase order will be imported to. | NUMERIC | 4 |
DELIVER_TO_SITE | ![]() | Set's whether the Purchase Order will be delivered to site. | NUMERIC | 4 |
INTERNAL_NOTE | ![]() | Sets note against the Internal Note field. | FREE TEXT | 255 |
SORT_ORDER | ![]() | Set's the order which items will appear on the Purchase Order. | NUMERIC | 41 |
Usage
Once a Purchase Order file has been created it can now be imported into Khaos Control. Use the following steps to do so.
- Open the
Purchase Order List
screen. - From the Other Actions menu Select Import > Import TSV Purchase Orders.
- Select the Purchase Order import file and press OK.
- Given no errors occur, a Purchase Order will be created for each line in the tsv file with a unique Purchase Order code.
Notes:
- SKUS must exist in the system, or the lines will skip.
- SUPPLIER_CODE must exist in the system, or the line will skip.