What this is
Invoice import helps read supplier invoices or statements and turn them into draft products, stock lots and prices.
Where to find it
Inventory → Upload invoice.
How it works
Upload the invoice or statement.
Phase reads the line items.
Review each line.
Match or create products.
Choose category, quantity, unit, price and storage location.
Mark prices as inc GST or ex GST where needed.
Confirm the import.
Uploaded a stock list from your old system?
A stock-on-hand report or Agworld stock levels export belongs in Inventory → Import stock levels, next to Upload invoice, or Inventory → Add product → Import a stock list. Supplier invoices and statements stay in invoice import.
If Upload invoice recognises your file as a stock list, choose Import it as stock levels. This closes invoice import and opens stock-level review with the same file, so you do not need to upload it again. If no hand-off button appears, close invoice import and open one of the stock-import paths above.
Review product matches, quantities, units, locations, costs and Stock as at, then confirm Import. Nothing is added to Inventory merely by taking the hand-off. Zero-stock rows can be added as products without stock. See Inventory, Products And Stock for the full review, duplicate-file and opening-balance checks.
Important checks
Before importing, check:
Product match
Quantity
Unit
Price
GST setting
Storage location
Inventory, activities and reports generally use ex-GST pricing for cost calculations.
If the importer finds the wrong product
Choose the closest correct product from your farm library or the Phase library. If the product is not available, create it during review where supported, or add it in Inventory before trying again.
Avoid confirming an import with a temporary or incorrect product name. It can make stock, demand and reports harder to clean up later.
If import will not continue
Check every line in the review table. Most blocked imports are missing one required value, such as quantity, unit, product match, storage location or GST setting.
If the source invoice is blurry or scanned, export or upload a clearer PDF where possible.