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.
Overview
- 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.
| Column Name | Data Type | Description |
|---|---|---|
| **ThirdPartyRefNo | Text | Enter 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. |
| **TransferFromStoreName | Text | The store where the items are coming from. |
| **StoreName | Text | Enter your Store’s (inventory set) name here exactly as it is in Xoro. The goods will eventually be received into this inventory set. |
| **DateOrder | Date | Enter the date for the TPO here. Use the MM-DD-YYYY format. |
| **DateExpectedDelivery | Date | Enter the date the goods are expected to arrive for this PO in MM-DD-YYYY format. |
| **ExpectedShipDate | Date | Enter the date the goods are expected to be Shipped for the Transfer (Use the format: MM-DD-YYYY). |
| **PoItemNumber | Text | The Item SKU line for this PO. This SKU must match exactly to the Item Number in Xoro. |
| Description | Text | The Item Number’s description. |
| **QtyOrder | Text | The Quantity of the item line. |
| Memo | Text | Enter a memo here for the TPO. |
| ShipFromFirstName | Text | Enter the Ship From First Name. |
| ShipFromLastName | Text | Enter the Ship From Last Name. |
| ShipFromCompanyName | Text | Enter the Ship From Company Name. |
| ShipFromAddress | Text | Enter the Adress from where the Order is Shipped. |
| ShipFromAddress2 | Text | Enter the Adress from where the Order is Shipped. |
| ShipFromCity | Text | Enter the Ship From City. |
| ShipFromState | Text | Enter the Ship From State. |
| ShipFromCountry | Text | Enter the Ship From Country. |
| ShipFromPostalZipCode | Text | Enter the Ship From Postal Zip Code. |
| ShipFromPhoneNumber | Text | Enter the Ship From Phone Number. |
| ShipFromEmail | Text | Enter the Ship From Email |
| ShipToFirstName | Text | Enter the Ship To First Name. |
| ShipToLastName | Text | Enter the Ship To Last Name. |
| ShipToLastName | Text | Enter the Ship To Last Name. |
| ShipToCompanyName | Text | Enter the Ship To Company Name. |
| ShipToAddress | Text | Enter the Ship To Address. |
| ShipToAddress2 | Text | Enter the Ship To Address2. |
| ShipToCity | Text | Enter the Ship To City. |
| ShipToState | Text | Enter the Ship To State. |
| ShipToCountry | Text | Enter the Ship To Country. |
| ShipToPostalZipCode | Text | Enter the Ship To Postal Zip Code. |
| ShipToPhoneNumber | Text | Enter the Ship To Phone Number |
| ShipToEmail | Text | Enter the Ship To Email. |
| ShipToName | Text | Enter the ShipToName. |
| FromStoreDefaultLocationName | Text | From Store Default Location Name. |
| ToStoreDefaultLocationName | Text | To Store Default Location Name. |
| OrderClassCode | Text | Order Class Code. |
| OrderClassName | Text | Order Class Name. |
| OrderLineClassCode | Text | Order Line Class Code. |
| OrderLineClassName | Text | Order Line Class Name. |
| Notes | Text | Enter 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.
