Bulk CSV Imports allow you to quickly add multiple products to a Purchase Order or Transfer Order without manually adding each item.
Simply complete our CSV template, upload it to your order, and Material Retail will automatically add the products for you.
Creating Your CSV
- Navigate to Purchase Orders or Transfer Orders.
- Click New Purchase Order or New Transfer Order.
- Complete the required information:
- Purchase Orders: Select a Vendor.
- Transfer Orders: Select both the From and To locations.
- Once the required information has been entered, the Import CSV button will become available.
- Click Import CSV and select Download Template.
- Complete the template using the following columns:
- SKU – The SKU (barcode number) of the product you want to add. Material Retail uses the SKU to identify which product should be added to the order.
- Stock – The quantity you would like to order or transfer.
- Save the completed file as a CSV.
Importing Your CSV
- Click Import CSV.
- Select Upload CSV.
- Choose your completed CSV file.
- Material Retail will automatically add all matching products and quantities to your Purchase Order or Transfer Order.
- Review your order, then click Create Purchase Order or Create Transfer Order.
Tips
- Download and use the provided template to ensure your data is formatted correctly.
- Products are matched using their SKU (barcode number), so each SKU must already exist in your inventory.
- The Import CSV button won't become available until you've selected a Vendor (Purchase Orders) or both the From and To locations (Transfer Orders).