Upload Transfer Purchase Orders

You have the option of uploading Transfer Purchase Orders (TPO) into the system using a CSV file. This can be handy when having multiple orders at once. If you are performing a similar upload often and you find yourself doing a lot of data manipulation in Excel then you might want to request a utility to be built.

  • Download the latest CSV Template from the “Upload Transfer Purchase Orders” module.
  • Copy Transfer Purchase Orders information into the CSV Template.
  • Upload the CSV Template into Xoro.

Download the CSV template file

  • Go to Upload Transfer Purchase Orders using the Search Menu.
  • Click on “Download Template.

Copy the information into the template

Once you’ve downloaded the template file, you can copy in your data using any spreadsheet software. There are columns that you must complete, and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

  • The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
  • Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
  • All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
  • Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

If you’re importing more than 5,000 records, we recommend you to split up the file.

Column NameData TypeDescription
**ThirdPartyRefNoTextEnter a reference number here for the order. Typically, if the order is from an E-Commerce platform or an older system, then the order# from there can be used. Repeat the same number multiple times contiguously to indicate which row(s) belong to one order. Use a new **ThirdPartyRefNo for a new order.
**TransferFromStoreNameTextThe store where the items are coming from.
**StoreNameTextEnter your Store’s (inventory set) name here exactly as it is in Xoro. The goods will eventually be received into this inventory set.
**DateOrderDateEnter the date for the TPO here. Use the MM-DD-YYYY format.               
**DateExpectedDeliveryDateEnter the date the goods are expected to arrive for this PO in MM-DD-YYYY format.
**ExpectedShipDateDateEnter the date the goods are expected to be Shipped for the Transfer (Use the format: MM-DD-YYYY).
**PoItemNumberTextThe Item SKU line for this PO. This SKU must match exactly to the Item Number in Xoro.
DescriptionTextThe Item Number’s description.
**QtyOrderTextThe Quantity of the item line.
MemoTextEnter a memo here for the TPO.
ShipFromFirstNameTextEnter the Ship From First Name.
ShipFromLastNameTextEnter the Ship From Last Name.
ShipFromCompanyNameTextEnter the Ship From Company Name.
ShipFromAddressTextEnter the Adress from where the Order is Shipped.
ShipFromAddress2TextEnter the Adress from where the Order is Shipped.
ShipFromCityTextEnter the Ship From City.
ShipFromStateTextEnter the Ship From State.
ShipFromCountryTextEnter the Ship From Country.
ShipFromPostalZipCodeTextEnter the Ship From Postal Zip Code.
ShipFromPhoneNumberTextEnter the Ship From Phone Number.
ShipFromEmailTextEnter the Ship From Email
ShipToFirstNameTextEnter the Ship To First Name.
ShipToLastNameTextEnter the Ship To Last Name.
ShipToLastNameTextEnter the Ship To Last Name.
ShipToCompanyNameTextEnter the Ship To Company Name.
ShipToAddressTextEnter the Ship To Address.
ShipToAddress2TextEnter the Ship To Address2.
ShipToCityTextEnter the Ship To City.
ShipToStateTextEnter the Ship To State.
ShipToCountryTextEnter the Ship To Country.
ShipToPostalZipCodeTextEnter the Ship To Postal Zip Code.
ShipToPhoneNumberTextEnter the Ship To Phone Number
ShipToEmailTextEnter the Ship To Email.
ShipToNameTextEnter the ShipToName.
FromStoreDefaultLocationNameTextFrom Store Default Location Name.
ToStoreDefaultLocationNameTextTo Store Default Location Name.
OrderClassCodeTextOrder Class Code.
OrderClassNameTextOrder Class Name.
OrderLineClassCodeTextOrder Line Class Code.
OrderLineClassNameTextOrder Line Class Name.
NotesTextEnter the Notes.

Upload the Template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

  • Click Browse to select the saved CSV Template file.
  • After the file has been selected, click Upload to start importing.
  • While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
  • After the import has been completed, the result will be displayed with the message for success or error (if any).
  • TPO will only get uploaded into the system if there are no errors in the file.
  • If there are errors in the file, you can download the error file, fix the errors in the Original File and upload it back into Xoro.

If you want to batch update the existing data, you can download the existing Inventory by clicking Download Master Inventory File(Aggregate), update the necessary values in the CSV file and upload it back into Xoro.

What is a TPO?


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