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May 28 2014
eNews #76
Import Spreadsheet into Purchase Order       

For the longest time, the only thing you could import into a purchase order was a sales order. In the newest version of TransActPOS, you can now import a spreadsheet into a PO. This is very useful when disaster strikes and you need to order a specific list of items immediately. You can have these various "disaster plan" spreadsheets ready and waiting if things go wrong. This week's newsletter will look at how to perform this import process. 

Update and Setup                                                                                                Import
Importing spreadsheets into purchase orders is a new feature in TransActPOS. In order to use it, you must update your system. If you haven't updated in a while, this update may take a bit longer than normal. Make sure to allow for this added update time. If you need a refresher on how to update TransActPOS, click Help Center and search for "The Update Process."

Once you have updated, you will need spreadsheets that are setup in the correct way. The spreadsheet must be a .xls or .csv file in order to import properly and the columns must be in the following order: Item ID/Quantiy/Cost.  
Once you have a spreadsheet setup, you can begin the import process. Create a Purchase Order as you normally would by going to PO | Create PO. Next, find the vendor you wish to make the PO for. Once selected, go into the Detail tab of the purchase order and click the Import button. You should now notice there are two buttons.

Clicking the XLS/CSV button will bring a Windows selection window, allowing you to locate and select the spreadsheet you wish to import. Once you have found it, highlight it and click Select. The spreadsheet should now be imported into the detail tab of the purchase order.

If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!

Your TransActPOS Team

Profile Systems Design Group, Inc. | 270-821-0720 | [email protected] | http://www.transactpos.com/
47 West North Street
Madisonville, KY 42431

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