The purchase edit job allows you to edit existing purchases for customers.
Before beginning the process, it is important to note:
A maximum of 1000 purchase lines can be edited per batch.
To perform a bulk purchase edit:
In Stax Bill, navigate to Jobs >Imports and click Create Import.
The Bulk Imports pop-up appears.
Under Import Type, select Purchase; under Import Action, select Edit.
Click Export starting data file.
- You can filter the products you wish to edit on the Export page. When you're done, you can click Export.
Edit the starting file with the product name, description, and quantity and upload the file. Click Upload file. The file structure will be validated.
On the next screen, click Start Record Validation.
The data is validated for the proper structure. Field-by-field validation also occurs to identify any data errors, such as invalid field lengths for data types.
When record validation is complete, click Import Validated Records.
Check the settings for at least one affected purchase to ensure your changes are reflected in Stax Bill.
|PurchaseID||Mandatory - Unique ID of the purchase.|
|StaxBillId||Informational - Unique ID of customer.|
|CustomerReference||Informational - Customer Reference of customer.|
|CustomerCompanyName||Informational - Customer Company Name.|
|ProductCode||Informational - Product Code from catalog.|
|PurchaseName||Optional - Purchase Name (Maximum length of 2000 characters). Overrides the Purchase Name.|
|PurchaseDescription||Optional - Purchase Description (Maximum length of 2000 characters). Overrides the Purchase Description.|
|PurchaseQuantity||Optional - Purchase Quantity. Overrides the default Purchase Quantity. Must be empty for products that track unique quantities)|
|PurchasePrice||Optional - Purchase Price. Overrides the catalog price with a Standard Price Specified.|