Import / Export Stock Items

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Purchase Order can import and export Stock Item data in several different formats. You can take the list of stock items created at one Purchase Order installation and transfer it to another, thus saving all the data entry work.
 
Vendors - create lists of all your products and email the data to your customers who use our Purchase Order program!
 
See the menu items File, Export stock items data and File, Import stock items data.
 

stock_import-export

 
Import / Export in native format (.SID)
 
Export stock items data (.SID format): includes only the items currently displayed on the stock items list. In this way you can narrow it down to a single vendor by selecting that vendor in the "To:" field and checking the box to "Show Only Stock Items For The Current Vendor". If a single vendor is selected the program will suggest naming the export file with that vendor's name. If multiple vendors are selected, the export file will have a generic name. Simply select the menu item File, Export stock items data, accept the suggested filename (or provide another) and click Save. The export file will have the extension ".sid" (stock items data). Create the file and email it to its destination.
 
Import stock items (.SID format): looks at the new records to determine if they are duplicates. A duplicate has the same Vendor name AND the same Description (not case sensitive). Duplicates are always replaced by the new record. In this way the export / import operation may be used to change prices, categories, and units of measure for existing items. New items contained in the import file which are not duplicates are simply added to the list.
 
Import / Export in tab-delimited or .CSV format
 
Stock List can import any list of items that you can display in a spreadsheet program (such as Microsoft Excel). Simply arrange the columns in the correct order (in the spreadsheet) and export a .CSV or tab-delimited text file. Stock List can then read in the data and put it in the correct format for our Purchase Order and/or Proposal / Invoice programs.
 

csv_tab_import

 
Step by step instructions:
 
1) In your spreadsheet program (Microsoft Excel for example), arrange the data in the five (or six) columns shown below, and in the order shown below.
 
Category | Vendor | Unit (of measure) | Description | Unit Cost | Quant. On Hand (optional)
 
2) Select (in the spreadsheet) menu item File, Save As and pick either ".CSV (Comma Delimited)" or "Text (Tab Delimited)" for the "Save as type:" value. Give a file name, click the "Save" button, and quit the spreadsheet program.
 
3) Start Purchase Order, and select "File, Import .CSV or tab delimited format". On the import form, click the correct button (.CSV or Tab Delimited) and find that file you just created. Purchase Order will import the data and display if for checking.
 
4) If the data looks good, you can either incorporate it directly into the data Purchase Order is currently using with the Merge w/ Stock List button, or save it as a separate .SID format file with the Export SID button.
 
 
Prior to running any import operation it is strongly suggested that a complete data backup is done.