Before beginning to import, ensure your file is XLS format not XLSX.
Go into the Sales Module
2. Select the Bulk Import button located on the bottom left of the Sales screen.
3. A pop- up will appear. Click Add Excel File and locate your file.
Click Open.
Click onto the file name on the left until it goes yellow.
3. Once your file has appeared on the left you will need to click on it so that you can then fill in the relevant fields.
Begin typing your customer name into the Customer field and select it from the drop down
Ensure the correct Trading Entity is selected for your customer
If your sales order form includes 2 drops then you will need to specify which shipment is 1 and 2 in the drop down and then select the dates for each drop
You can enter all other appropriate fields where required such as ATTENTION, TERMS, AGENT etc.
Line (far right) lets you save this as an SO LINE which allows you to report specifically on a selection of LINES. This is helpful when you have CORE/RECURRING styles items which are being purchased under different seasons/collections and want to report specifically what line they came from.
4. Once all information is complete select IMPORT located in the bottom right corner.
5. Once the excel Sales Order Form has beeen successfully imported a pop up will appear to notify you.
6. Another pop up will appear asking if you would like to save a PDF copy of you Sales Order and you can select YES or NO. When selecting YES it will save your PDF copy with the new Sales Order Number at the front of the file name so that you can easily search for it in the Sales module.
