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Import or Export line items in Purchase or Sales Orders

We are aware that most businesses already have their own spreadsheet or application that contains their inventory data. Qoblex enables you to import or export your line items in an order through a CSV file.

In this article, we will let you know how you can successfully perform these tasks.


Steps to Import line items in Purchase or Sales Orders

To import line items in a given Purchase or Sales Orders:

  1. Go to your Stock Control Purchases. For Sales, you can go to your Sales module.
  2. Click the order that you want to import line items with.
  3. Click Import / Export drop-down menu and select Import line items from CSV.
  4. A dialog box will appear to download our template.
  5. Modify the template containing your line items.
  6. Once done, upload the modified file back to the platform.

Make sure that your order has been Saved already before you start your import.

Steps to Export line items in Purchase or Sales Orders

To export line items in a given Purchase or Sales Orders:

  1. Go to your Stock Control Purchases. For Sales, you can go to your Sales module.
  2. Click the order that you want to export line items with.
  3. Click Import / Export drop-down menu and select Export line items from CSV.
  4. A dialog box will appear to download our template.
  5. A file will automatically be downloaded.

Columns in the CSV file

The following are the columns in the template CSV file that you can download by importing or exporting:

LineTypeThe line item type can be considered as:
– Line Item: Order line item
– Landed Cost: Additional cost in the order. Can be shipping or handling cost.
DescriptionThe line item description.
SKUYour product’s SKU. This is used to lookup and match your products when the file is uploaded.
SupplierSKUThe product supplier’s SKU. This can be optional.
BarcodeThe product’s barcode. This property is used to lookup and match products as well.
QuantityThe line item’s quantity in your order.
DiscountThe line item’s discount.
PriceThe price for the line item in your order. The price depends on the order currency that you have set.
Tax nameThe line item’s tax class name.

Ensure the tax class type matches the order type. Use a purchase tax class name when importing purchase order line items and a sale tax class name when dealing with sale order line items.

You can add and modify tax classes by going to your Account Settings > Tax Settings. You can refer to our guide about Tax settings.

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