How to use Sales Importer

Owned by Sandra Petrovic
Last updated: Mar 26, 2024
3 min read

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

 

  1. Navigate to the Sales screen

 

  1. Click on the Sales Importer and select Single Sale by GS1

 

3. Do the following:

  • Select the customer (just type the first letters & hit enter on your keyboard and the name should appear)

  • Select the currency such as AUD

  • Select the warehouse (if the warehouse on the customer is what you want then select pull from customer otherwise specify on the drop down)

4. Create a CSV file and ensure the 2 columns there GS1 and QTY

Optional: If there is a special price for these styles you can create a column called UNIT PRICE.
If not, the price that will be imported will be based on the price on the style and the customer’s trading entity.

5. Drag your folder in this column

 

Once dropped, the columns will appear on the left hand side

Drag the 2 fields on the heading labeled FIELD MATCHER
Drag the fields on the most right hand side to match with the FIELD MATCHER

 

 

6. Once all fields are matched click IMPORT

 



7. Once imported the screen will tell you that it has been imported and the sales orders created.

It’s a good idea to check to open the order up and check the details.

 

 

 

Importing multiple sales

 

  1. 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

2. Click SALES IMPORTER from the Sales screen

If you want to import different prices, please create a new column on the excel sheet labelled ‘UNIT PRICE’.

Select ORDERS BY GS1

Select the trading entity such as AUD

You can also select your FROM and TO dates

Drag the columns on the first column (called IMPORT FIELDS)

Make sure you match the fields appropriately & click IMPORT at the top

 

 

Once done it will import the orders for you.

Click ADVANCED SEARCH at the top > put the FROM date and then click type STD and then all the orders that you imported will appear on the list!