How to Import Purchase Order Using Excel

Importing Purchase Order (PO) using Microsoft Excel will allow you to order many items or ingredients from your supplier. 

Here is the steps to import purchase order using Excel

  1. Login to backoffice Moka

  2. Visit menu INVENTORY.

  3. Select Purchase Order.

  4. Select which outlet and the time range to order for the selected outlet within a selected time range. 

    cara_membuat_purchase_order.png

  5. Choose Item Library to order items or Ingredients to order ingredients for your outlet. 

    cara_membuat_purchase_order_moka_pos.png

  6. Tap Import/Export.

    cara_mengimpor_purchase_order_mokapos.png

  7. Click Import PO. 

    cara_mengimpor_purchase_order_moka_pos.png


  8. If you do not have the template for PO import, click Download Our Template.

    Download_Template.png

  9. Open the file with Microsoft Excel and follow the steps how to fill in the template below: 

    • Column A (Internal ID Variant) will be generated automatically, therefore just leave it blank.  Do not edit the ID that is on the column.

      cara_mengimpor_purchase_order_moka.png

    • Column B (Oulet Name) will be generated automatically, therefore just leave it blank. 

      cara_mengimpor_purchase_order.png

    • Column C (Supplier Name) is compulsory. The supplier name must be the same as the name recorded in backoffice. 

      how_to_order_item_using_impor_po_mokapos.png

    • Column D (Ingredient Name/Item Name) will be generated automatically, therefore just leave it blank.

      import_purchase_order_moka.png

    • Column E (Variant Name [Item Library]) will be generated automatically, therefore just leave it blank.

      how_to_import_po_to_order_items_.png

    • Column E (Category [Ingredient]) will be generated automatically, therefore just leave it blank.

      import_purchase_order.png

    • Column F (Category [Item Library]) will be generated automatically, therefore just leave it blank.

      how_to_import_po_to_order_items_moka.png

    • Column F (Unit [Ingredient]) will be generated automatically, therefore just leave it blank.

      import_purchase_order_moka_pos.png

    • Column G (SKU [Item Library]) will be generated automatically, therefore just leave it blank.

      how_to_import_po_to_order_items_mokapos.png

    • Column G (In Stock [Ingredient]) will be generated automatically, therefore just leave it blank.

      impor_pesanan_stok_.png

    • Column H (In Stock [Item Library]) will be generated automatically, therefore just leave it blank.

      how_to_import_po_to_order_items_moka_pos.png

    • Column H (Order [Ingredient]) is compulsory. Fill in the amount of ingredients you want to order in units (for example: 1000 for 1000 tablespoon of salt). 

      impor_pesanan_stok_mokapos.png

    • Column I (Order [Item Library]) is compulsory. Fill in the amount of items you want to order. 

      import_po_for_mokapos.png

    • Column I (Unit Cost [Ingredient]) is compulsory. Fill in the price per unit for the ingredient (for example: IDR100 for 1 tablespoon of salt). 

      impor_pesanan_stok_moka_pos.png

    • Column J (Unit Cost [Item Library]) is compulsory. Fill in the price for the item (for example: IDR1200 for 1 water bottle). 

      import_po_for_items_mokapos.png

  10. Save the file in .csv format. 

  11. Repeat steps 1-7, then click Upload.

    Note: when importing PO, the PO status will be mark as Created. If the order has arrived, you can change the order status by clicking Mark as Fulfilled in the order on the PO page. 

    cara_melakukan_impor_po.png
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