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Edit items on a purchase order - via import
OpenBoxes allows for certain fields on a PO to be edited via import. If you are making mass edits to the source code, recipient, estimated ready date or actual ready date fields, use the method below. All other fields must be edited one by one within the UI.
Go to your PO and click "Edit order"
Once on the item edit page, click "Export Items"
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This will download an excel file with all of the information in the PO.
3. Update the fields you want to edit
Source code - put in the new code corresponding to the sourcing information you want to add. You do not need to update the supplier code, manufacturer, source name, or manufacturer code. Those will all be pulled from the source code.
Recipient - Put the recipient's full name into the cell. It must exactly match the person record in OpenBoxes for the import to work
Estimated Ready Date - Overwrite the field with a new date in short date (mm/dd/yyyy) format.
Actual Ready Date - Overwrite the field with a new date in short date (mm/dd/yyyy) format.
Other fields cannot be edited via import - changing them will result in the import failing
4. Fix data mismatches in template - this import is a new feature and unfortunately there are some formatting issues that you will need to address before the import will work
Some of the quantities in the export will be in general format while others will be in number format. You need to reformat the column as general before importing
If the source code field is blank for any line, the export will show the word "null” in the source code column. Delete the nulls in this field before importing
5. In OpenBoxes, press "import template,” choose your file, and press open
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6. You should get a message that the data has been updated. If you get an error, refer back to the instructions above. You may have forgotten to reformat a particular column.
7. Go to the view page to check your work - you should see the new values on the item details tab