Availability and supplier-rule imports; purchasing exports

Purchase Planner provides three separate local XLSX workflows: verified availability history import, SKU and purchase-cost rule import, and purchasing exports. Supplier-provided order forms use a different mapping workflow.

1. Verified availability history import

Use when: you have a trustworthy source for historical availability intervals that the plugin could not observe.

1. Go to Leanmerce → Purchase Planner → Import & tracking.
2. Select Verified availability history and download the Excel template.
3. Keep headers in row one. Identify each product by SKU or product ID.
4. Enter start and end in the site timezone; start is inclusive and end is exclusive.
5. Use one supported state: available, outofstock, blocked, or backorder. Use regular, sale, or unknown for sale state, and name a verifiable source.
6. Acknowledge that the data is verified, then validate and import.

Intervals for the same SKU must not overlap and future intervals are rejected. Every row must pass; otherwise nothing is written. Verify by recalculating one imported SKU and reviewing its availability durations.

2. SKU and purchase-cost rule import

Use when: pack, MOQ, supplier code, cost, currency, or related product rules need a controlled bulk update.

1. Select SKU & purchase-cost rules and download its template.
2. Identify each row by SKU or product ID. Supported fields include supplier SKU, pack, MOQ, minimum stock, trial quantity, cost, currency, blocked state, and note.
3. Enter positive integers for pack and MOQ. Pair a purchase cost excluding tax with a three-letter currency code.
4. Validate and import. Correct the workbook and retry if any row fails.

Verify by recalculating an exact-SKU plan and opening Calculation and rules.

3. Purchasing exports

Use when: a reviewed plan needs an internal analysis file or a supplier-facing workbook.

1. Calculate or reopen a saved plan.
2. Resolve warnings and review approved quantities, supplier codes, costs, and currency.
3. Choose the intended internal or supplier-facing export.
4. Open the downloaded workbook and compare it with the reviewed plan before sharing it.

Supplier-facing output omits unnecessary internal sales detail. XLSX processing is local; the plugin does not send workbooks to a remote parser.

Validation and recovery

Import files are standard XLSX up to 5 MB and 5,000 rows. Unsupported active content, external data, encryption, protected inputs, invalid headers, and formula inputs are rejected. Save a clean copy, paste required formula results as values, correct every failing row, and retry. Never rename another file format to .xlsx.

Supplier workbook: see Supplier XLSX order forms for worksheet selection, column mapping, prefixes, and unmatched items.