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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.

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Required and Optional Fields

Prepare a spreadsheet with the following columns:
FieldTypeRequiredDescription
Receipt ReferenceStringYesCustomer reference identifying the receipt
Warehouse CodeStringYesUnique code for the warehouse
Account CodeStringYesUnique code for the account
Expected Date of ReceiptStringYesWhen the receipt is expected
Item QuantityStringYesQuantity of items per storage unit
Storage Unit QuantityStringYesNumber of storage units
Supplier CodeStringNoUnique code for the supplier
NotesStringNoAny extra information
Datetime 1StringNoSell by date (Datetime 2-5 are custom fields)
String 1StringNoBatch number (String 2-5 are custom fields)
Alt Line NumberStringNoAlternate line number for external systems
Alt Line ReferenceStringNoAlternate line reference for external systems
Alt Line NoteStringNoNotes for external systems
All required fields must be populated for every line. Missing mandatory data will cause the import to fail.
1

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.
2

Save as CSV

Save the spreadsheet as a .csv file.
3

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.
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.