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Steps to Import Netstock POs to GoldFinch

Steps to Import Netstock POs to GoldFinch

Owned by Scott Zhuo
Last updated: Jan 30, 2025
1 min read

In Netstock

  1. Review Vendor PO Proposals:

    • Team reviews vendor-submitted PO proposals weekly.

    • The number of POs reviewed ranges from 15 to 80.

    • Once reviewed, the team clicks Confirm.

  2. CSV File Generation:

    • A CSV file is created for each vendor.

    • The file includes POs with potentially different Expected Receipt Dates per line item.

  3. CSV File Transmission:

    • The CSV file is sent via SMTP to the NetstockPO folder.

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In GoldFinch

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  • One PO is created in GoldFinch for each CSV file.

  • After processing, the CSV file is moved to the archive folder.