<< Click to Display Table of Contents >> Navigation:  Purchase Orders > PO Import Template

Purchase Orders can be imported into RetailEdge using a template provided on our website.

 

To use the PO Import Template follow these steps.

 

1) Download the Purchase Order CSV Import Template With Notes from the following webpage. RetailEdge Downloadable Templates

 

2) Open the template file in Excel.

 

3) Fill in the template using the notes provided.  Fields with red text must be filled in.

 

4) Save the file in a CSV format.

 

5) In RetailEdge, go to Tools / Import / Next / Purchase Order (CSV) / Next.  Use the yellow folder icon to select the CSV file that you created earlier.  Select Next to continue.  Choose which field will be your key field for updating items and select Next.  Choose which fields are being imported from the template and select Next.  Then select the Start Import Process button.

 

6) After the import is complete, look at your PO list to verify that the PO imported.

 

YouTube Video : RetailEdge Purchase Order Import as CSV File