Receiving Assets Using the PO Inventory Import

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Administrative level users may import the details of a purchase order in order to issue the contents to a room, staff, or student.

From the Purchasing Grid:

  1. Review the Import Details box to verify the desired file contains data for each of the required fields and/or optional fields.
  2. Click Browse to select the desired file to import.
  3. If the desired file does not contain a header row, uncheck the box labeled My Table Has Headers.
  4. Click on Import to refresh the window with the file's data.
  5. Select the Location Type to which you are importing: Room, Student, or Staff. You must have a separate file or worksheet for each type, and can only import to one location type at a time for each site.
  6. For workbooks with multiple worksheets, you will also be prompted to select the active worksheet.
  7. In the Import Review section, identify the product name and/or product number from their respective column drop down menus.
  8. Click on Detect Custom Fields. Custom fields will display in the Required Fields line and Optional Fields line of the Import Details section. If a custom field is required, it must be identified.
  9. In the Import Preview area, verify that each column in your spreadsheet is mapped to the corresponding field in TIPWeb-IT. Be sure to select Do Not Import for any empty column or data that is not related to the import.
  10. Click on Validate to review the file for possible issues.
  11. Once the validation is successful, click on Finish.

VIDEO

Check out our related video -  TIPWeb-IT Purchasing: PO Inventory Import (4:34) - as you review this topic.