The purchase edit job allows you to edit customers' existing purchases.
Before beginning the process, it is important to note:
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A maximum of 5000 purchase lines can be edited per batch.
To perform a bulk purchase edit:
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In Stax Bill, navigate to Jobs >Imports and click Create Import.
The Bulk Imports pop-up appears.
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Under Import Type, select Purchase; under Import Action, select Edit.
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Click Next.
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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.
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Edit the starting file with the product name, description, and quantity and upload the file. Click Upload file. The file structure will be validated.
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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.
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When record validation is complete, click Import Validated Records.
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Check the settings for at least one affected purchase to ensure your changes are reflected in Stax Bill.
| Parameter | Description |
| PurchaseID | Mandatory - Unique ID of the purchase. |
| StaxBillId | Informational - Unique ID of the customer. |
| CustomerReference | Informational - Customer Reference of the customer. |
| CustomerCompanyName | Informational - Customer Company Name. |
| ProductCode | Informational - Product Code from the 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. |