The Simplified Purchase Order import allows users to batch import Purchase Orders using a shorter Excel template.
This is useful when users only need to import basic Purchase Order information without entering too many extra details.
Use this template when the vendor and item records already exist in C2W Inventory and users want a faster way to create Purchase Orders from Excel.
Open the Import Data Screen
Fill in the Excel Template
The Customer import template may include the following fields:
- The yellow highlighted column is mandatory.
- For the Customer template, Name is mandatory.
For the Simplified Purchase Order template, required fields may include:
- Vendor Name
- Item Number
- Quantity
Template Fields
The Simplified Purchase Order import template may include the following fields:
Vendor and Shipping Information
- Vendor Number
- PO Number
- NameS
- PhoneS
- Address1S
- Address2S
- CityS
- StateS
- ZipS
- CountryS
- Currency
Item Information
- Item No
- Qty
- Unit Cost
- Description
- List Item
Important Notes
- VendorName should match an existing vendor in C2W Inventory.
- ItemNo should match an existing item in C2W Inventory.
- Use the same PONumber for multiple rows that belong to the same Purchase Order.
- Qty and UnitCost should be entered correctly.
- ExpectedDate can be entered if users want to track when the items are expected to arrive.
- If PONumber is left blank, the system may create a new Purchase Order number automatically, depending on the import setup.
- Save and close the Excel file before uploading.
Save and Upload the Template
Verify Imported Sales Orders
After importing, users can verify the imported Purchase Orders from:
Purchasing > Manage Purchase Orders
Users can search by Purchase Order Number or Vendor Name.
Best Practice
Before importing, check that:
- VendorName matches an existing vendor
- Item numbers match existing items
- PONumber is consistent for multi-line orders
- Quantities are correct
- UnitCost is correct if used
- Shipping information is accurate if included
- Currency is correct
- ExpectedDate is correct if used
- The Excel file is saved and closed before uploading
This helps prevent import errors and keeps Sales Order records accurate.