Import and Export Purchase Order in Tagrain

Introduction

Managing Inventory Transactions in Tagrain is quick and simple. Tagrain allows you to upload Purchase Order data using Excel based import templates.

Steps to Import Purchase Order Data

The steps to import Goods Receipt Data using the excel template are listed below:

1. Open the Tagrain Web application. Navigate to: Home > Inventory Transactions > Purchase Order. 
2. Select a Store by clicking on the […] button.
3. Specify the Purchase Order Code. The application will auto-populate the field with the Purchase Order Number pre-defined in the application. This custom code is based on the Document Number Series defined under: Setup > Store Management > Stores.  There is, however an option to specify a Purchase Order Number of your choice. 
4. Select a Vendor by clicking on the […] button.
5. Specify the Reference Number.
6. Pick a Purchase Order Document date by clicking on the Calendar icon.
7. Pick a Delivery date by clicking on the Calendar icon.
8. Click on the “Download Template” button to download the Purchase Order template.
9. Save the Purchase Order Detail.xls file.
   

1. The template has tool tips to assist you in filling up the sheet.
   

The table below shows the Purchase Order Detail.xls file headers that are available to manage the Purchase Order data.

Product

This field is used to specify the Product Code.

Quantity

This field is used to specify the Product Quantity.

Price

This field is used to specify the Price applicable on the Product.

Store

This field is used to specify the Store to purchase the goods from.

Tax Code

This field is used to specify the Tax Code applicable on the Product. The available values are: VAT and Exempt.

Discount Type

This field is used to specify the Discount Type applicable on the Product. The available values are: 1-For Amount and 2-For Percentage.

Discount Amount

This field is used to specify the Discount (Amount) applicable on the Product.

Discount Percentage

This field is used to specify if the Discount (Percentage) applicable on the Product.

Comments

This field is used to specify if the Comments for the Goods Receipt, if any.

Once the template is properly filled, click the import button on the Purchase Order Master Screen. Navigate to the location where your Purchase Order Detail.xls file is saved. Select the file and click OK.

Suggested Readings

How to create a Purchase Order in Tagrain?

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