Purchasing from suppliers allows you to make stock entries in the program, and to keep track of what you are expecting and what has arrived at all times.
It is possible to import purchases directly with an Excel file.
Requirements to be able to create and place purchase orders
The user must have the role of OWNER, STORE MANAGER or WHOLESALER MANAGER. You can see the different types of roles in the section Create or edit a user.
Although you can register items from the same process of creating a purchase, it is advisable to have entered all the items before starting the purchase.
Steps to create and import purchase orders
Go to the side menu and click on the PURCHASE button in the INVENTORY section.
The shopping list will appear, click NEW PURCHASE in the upper right.
Once inside the details screen of the new purchase, you must fill out at least the following fields: Serial number, Delivery notes serial number, Incoming warehouse, Period/Season.
Once the fields are filled in, press the CONTINUE button.
By clicking you will have changed tabs and now it is time to import the products:
Select the 3 vertical points at the top right.
Select the “Import products” option.
When selected, you have the option to download the example template for import; It will be necessary to add the barcode of the product and the units you buy (the date is optional).
Now, you can import the file; always in .xls or .xlsx format.
Select “File” > “Import”.
Once the import is complete, you will receive an email to your user's account with the notification.
Step 5: Drop-down menu to select "Import Products".
Step 6: New window to download the template and import the product file for purchase.
What to do if the products are not imported?
If after importing the products or all of them do not appear, it may be due to the following reasons:
The product is not registered in the program or does not have a barcode. To do this, enter the product in question and check if it has a barcode. If so, copy the barcode and look for it in the imported Excel with the control+F function.
The product is missing some mandatory field. It may happen that the product is registered and has a barcode but for some reason it is missing a mandatory field such as brand, category or season, in which case it would not be recognized for import. Fill in those fields and try the import again.