Import a purchase order from Excel

You may receive a large purchase order from a contractor in the form of an Excel spreadsheet. Rather than recreating each line item in the purchase order, you can import the order, quantities, and optionally price directly using copy and paste.

1. Go to Purchasing > Purchase Order, and complete the Vendor information.
2. Format the spreadsheet order you received:
   1. Open the order in Excel.

      

   2. Make sure the columns are in the order, Quantity, Product Number, Price. If they are not, then move the columns into the correct order. (You can select the out of place column, right-click and select Cut. Move the cursor to the column where it belongs, and then click Insert Cut Cells.
   3. Go to File > Save As, and then make sure to choose the Save as type CSV.

      

3. Open the CSV file in a text editor such as Notepad.
4. Select all, and then right click and choose Copy

   

5. In Inform, on the Detail page of the Purchase Order, click in the Product box under Line items. The Product Number box becomes highlighted.
6. Right-click that box, and then choose Paste.

   

7. You will see Inform populating the Line Items grid, until all items are completed with quantities and prices.

   

8. Complete your purchase order.