We offer the ability to import orders through a CSV or XLS file.
You can import a single sale in OR you can import multiple sales orders at once.
Importing a single sale
Navigate to the Sales screen
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It’s a good idea to check to open the order up and check the details.
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Importing multiple sales
Before importing ensure your excel file is similar to below:
ID NUMBER - this is a unique number given to group the order. Please make sure this is a unique number
CUSTOMER # - Pulls from the customer no on the financial tab. Please also ensure this is a unique value (ie no 2 customers are sharing that same number)
CUSTOMER NAME - this is the customer name in the system
PO # - typically this is the same as the ID NUMBER. Please copy and paste what is in the ID NUMBER into the PO# field.
GS1 - this is the barcode that you want to import
QTY - this is the sales order QTY
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