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Use the stock order data file to manage purchase orders, transfer orders and assembly orders through the Advanced CSV connector.
To load a stock order, include all the order’s line items as individual rows with the same ID.
Note: The variant, vendor and warehouse files must be supplied to the Advanced CSV connector before or at the same time as the stock order file.
If using custom stock order statuses, you must supply the stock order statuses file too.
Stock order data columns
The stock order file supports the following columns. If a required column is missing, or an unsupported column is present in the file, the file will not be processed.
Column name | Required | Column type | Default value | Comments |
ID | ✓ | VARCHAR(256) |
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REFERENCE | ✓ | VARCHAR(256) |
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STATUS | ✓ | VARCHAR(256) |
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WAREHOUSE | ✓ | VARCHAR(256) |
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VENDOR | ✓ | VARCHAR(256) |
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SOURCE_WAREHOUSE | ✓ | VARCHAR(256) |
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CURRENCY | ✓ | CHAR(3) |
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CREATED_DATE | ✓ | TIMESTAMP_NTZ |
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LINE_ITEM_ID | ✓ | VARCHAR(256) |
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VARIANT_ID | ✓ | VARCHAR(256) |
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SKU | ✓ | VARCHAR(256) |
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BARCODE | ✓ | VARCHAR(256) |
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TITLE | ✓ | VARCHAR(256) |
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REPLENISHMENT | ✓ | FLOAT |
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RECEIVED | ✓ | FLOAT |
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RECEIVED_DATE | ✓ | TIMESTAMP_NTZ |
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COST_PRICE | ✓ | FLOAT |
| Cost price before discount and taxes. |
REMOVED | ✓ | BOOLEAN |
| Soft remove the line item by setting to “true” |
UPDATED_AT | ✓ | TIMESTAMP_NTZ |
| Row last updated timestamp |
TYPE |
| VARCHAR(256) | “po” | One of “po”, “transfer”, “assembly”. All rows for a single stock order must use the same type. |
REFERENCE2 |
| VARCHAR(256) |
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|
EXPECTED_DATE |
| TIMESTAMP_NTZ |
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|
LAST_MODIFIED |
| TIMESTAMP_NTZ |
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SHIPMENT_DATE |
| TIMESTAMP_NTZ |
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|
| VARCHAR(256) |
|
| |
VENDOR_ADDRESS |
| VARCHAR(256) |
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SHIPPING_ADDRESS |
| VARCHAR(256) |
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BILLING_ADDRESS |
| VARCHAR(256) |
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SHIPMENT_METHOD |
| VARCHAR(256) |
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PAYMENT_TERMS |
| VARCHAR(256) |
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NOTES |
| VARCHAR(256) |
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ATTN |
| VARCHAR(256) |
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TAX_INCLUDED |
| BOOLEAN |
|
|
DISCOUNT |
| FLOAT |
| Discount percentage |
TAX |
| FLOAT |
| Tax percentage |
Outside of the file, the following stock order settings can be configured directly in Inventory Planner:
Payment date
Source warehouse settings
Limit transfer quantities by available stock
Enable/disable vendor UOM
Enable/disable transfer UOM
Round quantity up/down