Importing Supply Orders from CSV

How to Format Your CSV

Line Items

• Each line in your CSV will be one line item

• This means orders can span multiple lines, with each line representing one line item in the order

• If an order has multiple line items, you will want to repeat the information other than the product name / SKU, quantity, and unit price

• We will use the first line with a particular Order Number to fill all the non-line-item related fields, but it is safest to just add the customer, shipping, etc. information to all the lines of that order

Column Names

• These are the columns we support (* means required):

  • Order Number*

  • Supplier Name*

  • Status - Draft, Placed, or Received

  • Currency - leave blank unless processing international orders

  • Discounts

  • Tax

  • Shipping

  • Notes

  • Reference Number

  • Item Name* - See Line Items

    • Either Item Name or Item SKU must be present, but you don't need both

  • Item SKU* - See Line Items

    • If Item Name and Item SKU are both present, we'll try the SKU first

  • Size - See Line Items - defaults to 1

  • Unit Type - See Line Items - defaults to item Unit Type

  • Quantity* - See Line Items

  • Unit Price* - See Line Items

A Note on Column Names

Column names do not have to exactly match the column names in Inventora. You will be able to match up the columns in your CSV with Inventora's columns when you import.