Creation of Multi Vendor Multi facility Purchase Order: Import

Multi Vendor Multi facility Purchase Order

Uniware provide feature to create Multi facility Purchase Order through Import in bulk.

This helps sellers to create multiple Purchase orders to multiple warehouses direct in Approved state by single import file without switching the facility. The System will create PO as per the PO number and facility code provided by the user and create the approved PO in the corresponding facility.

The system will validate the necessary validations and throw an error, in case of any mistake.

Applicability

Version: Professional and Enterprise
Traceability: None, SKU, ITEM

Procedure

Main Menu (Tools) > Import > Select import as “Multi Facility Approved Purchase Order”

1- To create, select CREATE NEW in the Import Options.

2- Download the CSV format and fill in the details.

Field Name	Description	Note
Vendor Code (M)	Vendor Code
Facility Code (M)	Facility Code of Uniware
Agreement Name	Vendor Agreement Name
Agreement Start Time As Dd/Mm/Yyyy Hh:mm:ss	Agreement Start Time as Dd/Mm/Yyyy Hh:mm:ss	Use with Agreement Name
Agreement End Time As Dd/Mm/Yyyy Hh:mm:ss	Agreement End Time as Dd/Mm/Yyyy Hh:mm:ss	Use with Agreement Name
Agreement Text	Agreement Text	Use with Agreement Name
Product Code (M)	Product Code, uniware SKU
Quantity (M)	Quantity of SKU
Unit Price	Unit Price of SKU
Discount	Discount on SKU
Logistic Charges	Logistic Charges
Expiry Date As Dd/MM/yyyy (M)	Expiry Date As DD/MM/YYYY
Delivery Date As Dd/MM/yyyy (M)	Delivery Date As DD/MM/YYYY
Purchase Order Code (M)	Purchase Order Code	System will throw error if the PO code matches with the existing PO code
Custom	Custom values, if any

3- Save the sheet in default CSV format then Select the option “Choose File” and upload the sheet which was filled up.

Press the “Upload File” button.

 

4- You can check the sheet uploaded result with successful upload. The user will be able to view the success message in the import section at the right of the screen. If there will be any issue in uploaded data you can check the same from View import and repeat the task as per error cases.

5- Now you can check the result in ‘Purchase Order’ under the ‘Purchase ‘ tab.

 

Note:

• The user importing this file must have the necessary access resource (“PO_APPROVE”) to do the given operation. E.g. If user A has the Access Control to just create the PO, he will not be able to create a PO in approved state.
• To view the statuses of the different purchase Orders across different facilities in a consolidated view can download the export. The user should have the “ALL_Facility” access resource.