Dashboard | Purchase Order Import Options
Save hours of data entry every week by building your purchase orders using an import.
When creating a purchase order, click the "Import" button on the top-right of the screen. There, you will be presented with two options
Importing Options
There are two options to import products into a purchase order:
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Template
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Low Stock
Important: Products must be created with the correct SKUs BEFORE importing your PO.
Template
If you have a custom .csv file for your order, you can use the Template option.

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Download the template and fill in the required fields or modify your existing file to match the template format.
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Then upload the filled-out file to import product SKU, quantities, and costs
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Note: Cost should be the total cost of the product ordered (ex: if you are ordering 10 units for $10 each, you would enter the cost as $100).
Instructions for Lot-Tracking in Your Inventory Import
If you are using lot-tracking, you can include an additional column in your import file labelled "Lot". Follow these steps to properly format your inventory data:
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Add the Lot or Batch Number: Enter the lot or batch number for each SKU in the "Lot" column.
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Handle Multiple Lots for the Same SKU: If a single SKU has multiple lots, list each lot on a separate row. For example:
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SKU1 - Lot: 12345 would appear on one row.
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SKU1 - Lot: 67890 would appear on a different row.
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If the lots have different costs, the system will automatically average the costs between the lots
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Separate Inventory Quantities: Ensure that the inventory quantity for each lot is listed separately on its corresponding row.
Low Stock
The low stock import is designed to populate specific products that have been set up with low stock quantities. This feature would be used once you begin selling products and need to create a Purchase Order for low stock or restock products. Once you import the low stock report, the recommended order quantities will be imported into this purchase order for ease.

Note: To set up low stock and restock quantities, navigate to Inventory > Overview.
Using bulk PO imports keeps your inventory intake fast and accurate. Keep your import templates handy to streamline vendor shipments every time.