SOS Inventory Reports & Imports Suite

Combined suite: Expanded BOM Production Assistant, Need to Build, Other Costs Report, Payments & Txn Links, and Importer+.

***UPDATE 9/9/2026**** A new name and added functionality. This extension now adds functionality previously in separate extensions. - Other Costs Report - Need to Build Report - Expanded BOM Report Analysis - Payments and Txn Links Report - Open Invoice Report (with the ability to generate a customer statement!) - And yes, it still does imports of Invoices, Estimates, and Purchase Orders...but also adds Units of Measure assignments to items as well as customer and vendor alternate addresses 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.********