How to add inventory to a Receive order using a CSV?

When a large quantity of inventory from the same client is to be received in a warehouse, this option can be used to indicate it on a Receive order.

Essential criteria:

• The user must have access to the account and the warehouse where the inventory will be received.
• The user must have the permission to edit Receive orders enabled.
• The Receive order must be in the Open status.
• The user must have the specific permission Import from CSV in the Receive orders section enabled.

Steps to perform:

1. From the main menu, go to the Receive Orders.
2. Find the Receive order in which you want to create new receive lines.
3. In the Edit column, click the button.
4. Click Import line items by CSV, this will open a new window.
5. Click the Download template tab and click on here [CSV template] to download the template you will work with.
   
6. Open the downloaded CSV file and for each required part number, enter the mandatory information with which they will be received.
   • Consider that if there are mandatory custom fields, their data will also be required to import the CSV correctly.
7. You also have the possibility to enter optional data.
8. Save the changes made in the file.
9. Return to the system and click the Import CSV tab.
10. Click the button.
11. Find and select the file you previously saved on your computer.
12. Click the Import button.
13. When the information from the CSV is successfully imported, the receive lines section will be updated with the information indicated in the CSV. In the following image, a CSV was uploaded indicating 50 pieces of the part number Transistor BJ450 in a box.
14. In case the CSV information is not valid, the system will provide feedback so you can correct the information and re-import it. Supplementary article on How to identify errors when importing a CSV?

Other articles of interest:

• Management of Receive order lines
• How to create multiple Receive orders using a CSV?
• How to identify errors when importing a CSV?