Importing Purchase Orders

Modified on Mon, 12 Aug at 12:31 PM

WorkGuru supports the bulk creation of purchase orders via a csv import template. The purrchase order import template requires a minimum of 2 rows. One purchase order linetype and one product linetype (refer attached template for layout). You can import multiple purchase orders using the one import template. The import template can be uploaded on the Import Hub (Administration -> Imports)

Note: When importing received purchase orders and using stock control, you WILL increase your stock on hand quantity and values. This needs to be a consideration when importing WIP or historical purchases.

Purchase Order Import Field Definitions

Note: The order details and the order lines are imported on separate rows, identified by the LineType column. Reference the import template example for layout.

LineType	Determines the type of purchase order line. Either purchaseorder or product	Required
PONumber	Purchase order number/reference. Recommended outside of default sequence.	Required
ProjectNo	Assign to a project to create a project PO if required. If you have this column, this field is required (You must match to a Project). If you're doing an import for stock puchase orders, please remove this column.	Applies to purchaseorder lines only
Supplier	Supplier name. Must match existing supplier name in WorkGuru exactly	Required for purchaseorder lines only
SupplierInvoiceNumber	Required Column -> This value is nullified on draft PO's	purchaseorder lines only
SentToAccounting	Required Column -> DD/MM/YYYY format Or type "Skipped" to skip sending to accounts.	purchaseorder lines only
IssueDate	Purchase order issue date. DD/MM/YYYY. This value is nullified on draft PO's	Required for purchaseorder lines only
ExpectedDate	Purchase order expected date. DD/MM/YYYY	Required for purchaseorder lines only
DeliveryInstructions	Delivery instructions for the PO	Applies to purchaseorder lines only
DeliveryAddress1	Dropshop delivery address. If not specified, defaults to warehouse address.	Applies to purchaseorder lines only
DeliveryAddress2	Dropshop delivery address. If not specified, defaults to warehouse address.	Applies to purchaseorder lines only
Suburb	Dropshop delivery suburb. If not specified, defaults to warehouse suburb.	Applies to purchaseorder lines only
State	Dropshop delivery state. If not specified, defaults to warehouse state.	Applies to purchaseorder lines only
Postcode	Dropshop delivery postcode. If not specified, defaults to warehouse postcode.	Applies to purchaseorder lines only
SKU	Purchased product line SKU. If the SKU does not match to an existing product, it will be added to the project as an adhoc line.	Required for product lines only
Name	Purchased product line name	Required for product lines only
Description	Purchased product line description	Applies to product lines only
OrderQuantity	Purchased product line quantity	Required for product lines only
BuyPrice	Purchased product line purchase price - Unit Cost	Required for product lines only
ExpenseAccountCode	Purchase product line Xero general ledger account. If not specified, uses default Xero expense/inventory code.	Applies to product lines only
TaxName	Purchase product line Xero tax name. Usually GST on Expenses or GST Free Expenses.	Required for product lines only
TaxRate	Purchase product line tax as a percentage. Must be a number eg GST = 10 for 10%.	Required for product lines only
Billable	TRUE/FALSE - Set to False by default	Applies to purchaseorder lines only
Status	Received if the PO is received (Must have ReceivedDate) otherwise its marked as a draft	Applies to purchaseorder lines only
ReceivedDate	dd/mm/yyyy format on purchaseorder lines	Applies to purchaseorder lines only
ReceivedQuantity	The amount received for a product on product lines	Applies to product lines only
InvoicePrice	The cost of what a product was received at on product Lines	Applies to product lines only
InvoiceDate	DD/MM/YYYY format on purchase order lines for supplier invoice date	Applies to purchaseorder lines only
InvoiceDueDate	DD/MM/YYYY format on purchase order lines for supplier invoice due date	Applies to purchaseorder lines only

If you have purchase order custom fields, these can also be populated on import by adding a column to the import data with the custom field name (not label). Note: Custom field name is case sensitive and must match exactly.

Attachments (2)

csv

WorkGuru Pro....csv
1.12 KB

csv

WorkGuruProj....csv
457 Bytes