Uploading a Purchase Order CSV (ASN alternative)

CSV Upload (recommended)

A CSV example directly from Helm can be downloaded from the Import/Export Purchase Order page accessed through Imports/Export->Purchase Orders

This consists of the following (but may alter, so I recommend checking the CSV download from Helm on occasion).

Name	Description	Expected Value
*Purchase Order ID	A Unique ID for the Purchase Order
*Supplier Email	The email address of the supplier (can be own email)
*Location ID	The location this item will be stocked to (Warehouse is 6, so choose 6)	6
Expected Delivery Date	When it should be getting to the warehouse
*Product SKU	The SKU for the product on this line	PDT-123, etc
*Product Quantity	The amount of this product getting delivered	120
Product Name	The name of the product	Needed?
Product Line Total Discount		0
Product Expected Delivery Date		?
PO Notes
Payment Currency		GBP, etc
Product Notes
Product Delivered Quantity
Product Unit Price
Custom Fields	Any custom field data for the product(s)

 

Manual CreationUploading/Importing

From

Once the sidebarPO gois completed

Go to Purchasing-Imports/Export->Purchase Orders

Press

Upload the Createfile

Purchase Order button Select Create Manual PO Add a PO Number
Select your supplier from dropdown (can be yourself)
Suppliers can be created on

Check the Contactsmappings pageare correct (if needed
Setyou warehouseuse tothe Warehouse
Addtemplate an expected delivery date.

This will load up a full Purchase Order page thatthey should be fairly simple to understand
There may be no delivery address,be, but asdouble it'scheck comingfor to the warehouse you will want to set the details to:
Units 13-17 Riverside Industrial Park
Moody Lane
Grimsby
North Lincolnshire
DN31 2AN

Click Add Inventory Select the relevant item that is getting sent to the warehouse Set the quantity to the amount that is getting delivered Click Create safety)

Press Submit Mapped Data

 

Final Part

Once the PO is added and looks good/has been sent wherever it needs to be sent this needs to be set as Submitted.

To do so, select the dropdown at the top-right and choose Submitted.