Pre-Receipt Import via SFTP

Standard Pre-Receipt Import

The pre-receipt import lets you create multiple pre-receipts at once by uploading a CSV spreadsheet. This is faster than entering each receipt manually and is ideal for high-volume inbound operations.

Template: standard_pre_receipt_import_template.csv — download it, fill in your data, and upload it via SFTP.

Required and Optional Fields

Prepare a spreadsheet with the following columns:

Field	Type	Required	Description
Receipt Reference	String	Yes	Customer reference identifying the receipt
Warehouse Code	String	Yes	Unique code for the warehouse
Account Code	String	Yes	Unique code for the account
Expected Date of Receipt	String	Yes	When the receipt is expected
Item Quantity	String	Yes	Quantity of items per storage unit
Storage Unit Quantity	String	Yes	Number of storage units
Supplier Code	String	No	Unique code for the supplier
Notes	String	No	Any extra information
Datetime 1	String	No	Sell by date (Datetime 2-5 are custom fields)
String 1	String	No	Batch number (String 2-5 are custom fields)
Alt Line Number	String	No	Alternate line number for external systems
Alt Line Reference	String	No	Alternate line reference for external systems
Alt Line Note	String	No	Notes for external systems

All required fields must be populated for every line. Missing mandatory data will cause the import to fail.

Prepare the spreadsheet

Create a spreadsheet with the columns listed above. Fill in all required fields for each pre-receipt line, and add optional fields as needed for tracking.

Save as CSV

Save the spreadsheet as a .csv file.

Upload the file

Use the import functionality to upload the CSV file. The system will create pre-receipts based on the data in the file.

Frequently asked questions

What file format is required?The import file must be in .csv format.Can I update existing pre-receipts with this import?No. The import feature only creates new pre-receipts. It cannot update existing ones.Where can I find a template file?A template file link is available at the bottom of the import screen. Use it as a starting point for your imports.

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​Standard Pre-Receipt Import

​Required and Optional Fields

Standard Pre-Receipt Import

Required and Optional Fields