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If you find yourself ordering the same items from a vendor over and over, you may want to setup an importer to rapidly create a "Standard" order.
1) Create a simple text file which includes the Barcode, Description, and Quantity to be ordered. Use 1 line per inventory item to be ordered. Save this text file in the c:\POSitive directory or some other handy place.
2) Open a new purchase order for the vendor.
3) Choose Import under Actions at the far left.
4) Setup Import Definition: This needs to be done only once. On the Purchase Order Importer screen, choose ADD in the upper top left. You will be defining an import definition with a link to the above saved text file.
a) Give this import setup a name for easy identification. Choose Text File for type unless you are using a data collector or portable scanner.
b) Find and select the file to be imported. Choose either Comma Delimited or Tab Delimited for type.
c) Select the "Display File [F5]" button to see the import file data. The data must be displayed in separate rows rather than all in row number 1. (Choose a different file type if needed.)
d) Match the sample record number with the corresponding POSitive field on the right. This is done by dragging and dropping the field from the center to the POSitive field on the right.
IMPORTANT NOTICE: You must be able to link the barcode or SKU to POSitive's "Item SKU" field to make a positive connection. TIP: Other fields are optional, but you may link the Item SKU of the sample import file to Vendor SKU of POSitive to save an extra step in the future.
e) When you are finished choose OK [F10] button.
5) Once the setup is complete you will import the data from the import file. Highlight the file name and choose Import Highlighted [F5] button.
You will see the import in process. The results will be displayed in the bottom half of the screen. (Note: do not worry that the Quantity is 0.00 nor that Cost is not visible. This will be rectified in the purchase order.)
6) Choose the Commit [F10] button to update the purchase order with this new list of inventory items.
You will be returned the to purchase order screen. Make any changes as needed and process or save the purchase order as usual.
SEE Help Topic "Purchase Order - Importer" for more ideas and details.
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