Adding or Importing Items to Purchasing Transactions

Add inventory items to a purchasing transaction. 

1. Click Inventory on the side menu.

2. Click Purchasing.

3. Select the transaction from the list.

4. Scroll down to items and click "Add Items".

5. A pop-up window will open where you can select the items you want to include in this transaction.

6. You can also add items by their tags instead of selecting items by clicking Select by tags?

** You cannot select items by suppliers if you haven’t previously linked the items to the suppliers (Click here to learn how to link inventory items with suppliers).

** You cannot select tags for your items if you haven't previously created specific tags (Click here to learn how to create inventory items tags) and (Click here to learn how to assign the tag to inventory items).

7. Click Save.

8.Click Edit Quantities to enter the desired purchased quantity.

Alternatively, users can import items in bulk to a purchasing transaction instead of adding them one by one.

1. Click Inventory on the side menu.

2. Click Purchasing.

3. Select the transaction from the list.

4. Scroll down to items and click "Import Items".

5. A pop-up window will open with the option to Download Template.

6. Click Download Template.

A CSV file will be downloaded to your computer with the following columns to be filled:

• SKU:a unique code for the purchasing transaction.
• Order_quantity:Select the quantity of items that you want to order in this transaction.
• Storage_quantity:Identify the amount of items you currently have in stock.
• Total_cost:Add the final cost of the purchase order along with shipping and/or other costs.

7. Once the file is filled go to step number 4.

8. Upload the file.

9. Click Save.

In case there was some missing data or errors in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

Once the items have been added to the purchase, the user can move ahead with receiving the goods. (Click here to learn how to receive items from a purchasing transaction.)