Configure Supplier-Specific PO CSV Exports

Use this workflow when a supplier requires purchase orders in a specific CSV format.

Before You Start

Ask the supplier for the required CSV column names and column order. If the supplier has a sample file, use that sample as the source for your layout.

Steps

1. Open the supplier.
2. Find the PO CSV layout area.
3. Add each required CSV column.
4. Map each column to a BackstockOps source field.
5. Put columns in the order required by the supplier.
6. Save the layout.
7. Export a test purchase order CSV.
8. Confirm the CSV with the supplier before using it for live purchasing.
9. If the supplier asks for a change, update the supplier's CSV layout and export another test file.

What Happens Next

When a purchase order is exported or emailed for that supplier, BackstockOps can include the supplier-specific CSV attachment.