The Top Up: Purchase Orders app lets you start tracking multiple existing Clover items at once. Follow the steps below to get started. To track a single item instead, click here.
- Export your inventory from the Clover Inventory app by clicking Export Inventory in the top right. You'll use this file to accurately populate your upload template in step 7.
- If you haven't already, create a vendor for each vendor you plan to use in the Purchase Orders app.
- Navigate to the Items tab in your Purchase Orders web app and click Add an Item. Select Upload File to Track Existing Clover Items.
- In the popup, select your vendor and destination location. Each vendor requires a separate file upload.
- Vendor — Choose the vendor you'd like to create purchase orders for. If the vendor doesn't exist yet, click Click Here to create one.
- Destination Location — Select the location where items should be stocked when received.
- Click Upload File, then select Click Here for a Sample to download a CSV template formatted for your business.
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Open the sample file and transfer the following fields from your exported inventory file (step 1) for each item:
- Item Name — Must match exactly as it appears in the Clover Menu, including any variants.
- Clover ID — Must match exactly as it appears in Clover Inventory.
Note: These values must be exact or tracking will not work.
- Fill in the tracking parameters for each item:
- Minimum/Maximum — The stock levels at which you'd like to reorder.
- Order By — The quantity to order at a time.
- Out of Stock — Set to True if the item is currently unavailable from the vendor (it won't be tracked until switched back to False). Set to False if the item is in stock and ready for automatic reordering.
- Save the completed file as a CSV, select it using Choose File, then click Upload Items.
- Repeat steps 3–8 for each additional vendor and location combination.
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