BlinkBid allows you to import a CSV file of all your receipts so you don't have to manually enter each one.
1. Access the Data Bridge
To access the feature, go to the hamburger menu while in the Production Module and select "Import Receipts (csv)" from under the Data Bridge tab (Ensure you have already transferred your line items from the Estimate to Production).
2. Create the CSV file
Click the Sample Receipt Template at the bottom of the pop-up window to access the CSV file template. You can also download this template at the bottom of this article.
The link will download an Excel document in the following format:
Enter in the information you need (PO number, Vendor Name, Line Item Total etc.). In order to match the receipt to the correct line item in production, enter the line item number that corresponds to the line item number in production. You can do so in the CSV file or from inside the system during import.
Below is an example of a completed CSV file:
3. Upload the CSV file
When your file is complete, ensure you save your file as a CSV. Choose "Browse Files" and then select the CSV you want to import from your computer, and "UPLOAD FILE."
4. Review the CSV file
The file will appear on the right when it is complete. Click "Ready to Review" in blue. You can upload multiple CSV files. Click "Original file" to download the CSV file back to your computer.
A new window will open to BlinkBid's Data Bridge, sorting your line items into three categories. The line items will be imported in the active currency of the job at the time of import.
All the imported items with line numbers will appear under "Ready to Import."
From here you can keep the corresponding line item or re-assign it to a different line item from the drop down menu:
To remove any unwanted line items from this list, check the box to the left and access the ellipses menu.
Then choose "Move Selected Rows to Excluded Items."
Items without line numbers will be under the "Review" tab. Using the Line Item drop down menu, assign the line item to a corresponding line item in BlinkBid's production module.
To move line items into the Import tab, check the box to the left of the line item, and access the ellipses:
From here, you will be able to move "Review" line items to the "Ready to Import" tab.
5. Import the Receipts
Once all the desired line items appear in the "Ready to Import" tab, click "Complete Import." You do not need to select the line items. Only line items under this tab will be imported.
The receipts will be imported into their corresponding Production line items. Receipts imported via CSV will appear with a Check and an Arrow symbol for distinction.
6. CSV Template