How to use Sales Importer - Importing Sales Orders via Excel
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.
See below loom for importing 1 order at a time.
Importing a single sale
Sample file for importing:
Steps to guide you through:
Navigate to the Sales screen
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 an excel 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 or just select DRAG FILE HERE TO UPLOAD or CLICK HERE TO BROWSE FILE
Once dropped, the columns will appear on the left hand side
Drag the 2 fields on the heading labeled FIELD MATCHER
Final Result:
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 orders
See below loom for importing multiple orders at a time.
Steps to guide you through:
Navigate to the Sales screen
Download sample template here for Importing:
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
Click SALES IMPORTER from the Sales screen
Click DRAG FILE HERE TO UPLOAD or CLICK HERE TO BROWSE FILEFinal result is like this. Match the fields as needed:
Select ORDERS BY GS1
Select the trading entity such as AUD
Select the warehouse otherwise select PULL FROM CUSTOMER
Select the FROM and TO dates as needed
Once your happy with everything click IMPORT at the top
Wait a moment and the orders will be created.
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!