What You Need to Get Started:
Download a copy of our current template
Click on My Account
Click on Manage
Click on Import Purchase Orders from File.
The template can be found at the top of the Import Purchase Orders from File page
Review the importing instructions on the Import Purchase Orders from File page to help familiarize yourself with which items/fields are required to have a successful upload
Click on My Account
Click on Manage
Click on Import Orders From File
Essential Requirements - Data Check
Are all items included in these purchase orders in Vinosmith? -- All items must be in Vinosmith for the data to be imported.
Do the primary units (cases or bottles) match? Your Primary Unit mode must match the unit you use in Vinosmith. For example, if your items are in case mode in Vinosmith, the pricing and quantities on the spreadsheet will also need to be in cases.
Next Steps:
Complete the template with your PO data and save your file
Go to the Import Orders From File page by following these steps:
Click on My Account
Click on Manage
Click on Import Orders From File
Select the appropriate parameters for your file
Inventory Handing
For each line item in the file, the Item Inventory's "On Order" value will be incremented. This implies you will later perform receiving actions to move the "On Order" inventory to "On Hand". Incrementing On Order will automatically put the Purchase Order in Open status. This ignores any status set in the file.
If you do not plan to ever receive these Purchase Orders and they represent "historical" POs that have long since settled, then you do not want to manipulate inventory and use that option.
Click on the box next to Dry Run? -- this will perform an analysis and notify you of any data issues (this will not import any orders)
Please note: the Dry Run? box would need to be unchecked for the data to be imported
Click on Import