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Description
Provides a tool that allows imports of additional transactions into SOS Inventory. SOS Inventory Importer+ streamlines bulk data entry by allowing you to import Invoices, Estimates and Purchase Orders directly into your SOS Inventory account from a CSV or XLSX spreadsheet — saving hours of manual transaction entry. Key Features: • Template Downloads — Generate a perfectly structured import template for Estimates or Purchase Orders with a single click, ensuring your spreadsheet is always in the correct format. • Smart Pre-Import Validation — Before a single record is submitted, every row is checked against your live SOS Inventory data: Items, Customers, Vendors, Locations, and Terms are all verified to exist Duplicate transaction numbers are flagged before they cause conflicts Quantity × Rate = Amount math is verified on every line Missing or mismatched columns are caught immediately • Color-Coded Preview — Upload your spreadsheet and instantly see a row-by-row validation report. Problem rows are highlighted in red with a clear explanation, so you know exactly what to fix before importing. • Safe by Design — Imports are blocked until all errors are resolved. No partial or broken transactions slip through. • Seamless SOS Integration — Connects securely using your existing SOS Inventory session. No additional login or API key setup required. Supported Transaction Types: - Estimates - Purchase Orders - Invoices ********Requires an active SOS Inventory account.********
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