Purchase Order Import Tool

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Purchase Order Import Tool is not enabled by default.

Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.

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


flashing light bulb!
All YES/NO fields should be done as Boolean values. YES: -1, NO: 0


Field Name
Mandatory
Description
Field Type
Character Limit
SUPPLIER_CODE
 green tick 
The Supplier to be set against the imported Purchase Order.
FREE TEXT
30
STOCK_CODE
 green tick 
The stock code for items on the Purchase Order.
FREE TEXT
30
ITEM:STOCK_DESC
 red cross 
The Description of the stock item.
FREE TEXT
250
ITEM:QTY_BOUGHT
 green tick 
The quantity of items bought
NUMERIC
20
ITEM:NET_PRICE
 red cross 
The NET price per item on the purchase order.
Should not be used with ITEM:UNIT_PRICE.
NUMERIC
20
ITEM:UNIT_PRICE
 red cross 
The GROSS price per item on the purchase order.
Should not be used with ITEM:NET_PRICE.
NUMERIC
20
ITEM:DELIVERED
 red cross 
Whether the item will be marked as delivered or not.
YES/NO
4
HEADER_NOTE
 red cross 
Allows input into the Note to Supplier field
FREE TEXT
255
SUPPLIER_ID
 red cross 
The supplier ID that the purchase order will be imported against
NUMERIC
15
USER_ID
 red cross 
The user that the Purchase Order will be imported against
NUMERIC
4
PTYPE_ID
 red cross 
The payment type to be set against the Purchase Order. Can be one of the following:
  1. Cheque
  2. Account
  3. Card
  4. Cash
NUMERIC
4
PORDER_CODE
 red cross 
The Unique Purchase Order code the Purchase Order will be imported as.
FREE TEXT
20
CREATE_INVOICE
 red cross 
Whether a Purchase Invoice will be created upon importing the Purchase Order.
YES/NO
4
NET_TOTAL
 red cross 
The net total amount of goods on the Purchase Order.
NUMERIC
20
TAX_TOTAL
 red cross 
The total amount of tax on the Purchase Order to be imported.
NUMERIC
20
DATE_CREATED
 red cross 
The Date the purchase order was created on.
NUMERIC
16
DATE_REQUIRED
 red cross 
The date the purchase order should be delivered on.
NUMERIC
16
POST_DATE
 red cross 
The date the Purchase Order was posted.
NUMERIC
16
TAXABLE
 red cross 
Sets the Taxable option.
YES/NO
4
SORDER_ID
 red cross 
Sets the associated Sales Order when importing the Purchase Order.
FREE TEXT
15
DATE_PRINTED
 red cross 
Date when the Purchase Order was printed.
NUMERIC
16
LOCK_PRICES
 red cross 
Sets the Lock Prices checkbox.
YES/NO
4
CURRENCY_ID
 red cross 
The Currency ID to be used when importing the Purchase Order.
NUMERIC
4
BRAND_ID
 red cross 
The Brand ID to be set against the Purchase Order.
NUMERIC
4
PO_STAGE_ID
 red cross 
Sets the stage where the Purchase Order will be placed once imported.
NUMERIC
4
ASSOCIATED_REF
 red cross 
This will import as the ass. Ref on the Purchase Order.
FREE TEXT
50
DROPSHIP_DIRECT
 red cross 
Set’s whether the Purchase order is a dropship direct purchase order or not.
YES/NO
4
SOURCE_SITE_ID
 red cross 
Sets the site where the purchase order will be imported to.
NUMERIC
4
DELIVER_TO_SITE
 red cross 
Set’s whether the Purchase Order will be delivered to site.
NUMERIC
4
INTERNAL_NOTE
 red cross 
Sets note against the Internal Note field.
FREE TEXT
255
SORT_ORDER
 red cross 
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.

  1. Open the Purchase Order List screen.
  2. From the Other Actions menu Select Import > Import TSV Purchase Orders.
  3. Select the Purchase Order import file and press OK.
  4. 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.


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team