Dear vtiger enthusiasts,
Here is the user manual for our quick import plugin for Purchase Order module of vtiger.
Vtiger CRM by default does not have the import and export option for inventory records. Hence the vTigress team started out by making a tool for importing and exporting inventory records. As a byproduct of this, we were able to create what are called quick import plug-ins for Sales order, Purchase order, Quotes and Invoice module on vtiger.
Presenting the Purchase order quick import plug in for vtiger5.4 that imports the mandatory fields and handles error records also.
- Works with vtiger CRM5.4
- PO Import is a quick import for Purchase order records
- vtiger5.4 compatible
- Module manager installable
- Simple import of all records with the click of a button
- Error handling of bad imports
PO (purchase order) Quick Import installation
- Go to the vtiger instance and login with the specified credentials.
- The home page is as shown below. Go to CRM settings in the right corner and click on module manage.
- Now click on custom module and then click on
- Now go back to home page and click on “More” and choose “Purchase order” from the list. Now it redirects to screen below. Then you will see a “PO Import” button available for importing PO records.
IMPORT THE PURCHASE ORDER RECORDS FROM THE EXCEL FILE
- As shown in the picture click on „PO Import‟ button and import an excel file with purchase
order module records which contains only mandatory fields.
- Confirm the import of the excel file
- When it is a good import file, the results will be as shown below. All records are fine without any errors.
- This screen shows a bad import file with error records, which is not approved in the CRM hence colored in red
- Now refresh the page and see all the correct records imported on the screen.
- To download this guide, please use this link – vtiger installation guide
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