How to Import Web Orders
- Sandra Petrovic
Creating a Web order in the system can be done using Sales Importer, this is used if you want to create a single order or multiple order at once.
We offer the ability to import orders through a CSV or XLS format and make sure the file has a header line.
Please select the scenario that applies to you from the list below to be taken to the relevant part of the article:
Step-by-step guide
Importing Single Sales
Click the arrow and select Sales
Click the Sales Importer
Do the following and select the fields required.
Select the Order By GS1 - make sure the file will have the correct GS1 codes because you will use this to insert the style in the SO.
Select the currency - such as AUD (Note: You can change/select any currency)
Select the Order Type - change it to WEB
Select the Warehouse - you can decide if the stocks will be pulled from the customer or you can select a specific warehouse.
Note : The Red label in the importer screen is REQUIRED. Make sure in the excel you have all this information.
Create a XLSX file and ensure that all the required fields are in the excel. Also make sure the details are correct and are equivalent to Glass.
You can check the Customer# and Customer Name in customer screen Financial Tab
Drag the file in the screen, you will noticed that all the header are automatically load in the screen
Match the necessary fields in the Field Matcher and drag them from left to right.
Note : You can create a new Template so that if you need to import the same fields in the future you can select the template and continue importing without dragging the fields again on the screen.
Click Add using the + button
Type the Template Name
Click the Save button on the screen
Pop up appear confirming the template is created, click OK
Click the import button, you will have the pop-up screen that shows the process of the import, wait until it's done.
Another pop up screen will show and it will contain the Web order number created in the Glass.
Search and open the web order created in Glass.
Check if the details are all populated and if the styles are all created with the correct quantity.
Note that this order was already generated and you can check the SO logs to see the web order report.
Importing Multiple Sales
In creating Multiple Sales you need the same file in the excel and required field however you need to change the Cust PO# in the order, this is unique and will be the flag that the order is multiple and will not create in one single order.
Do the same exact steps when creating a single web order import. This time we will use the new excel and the template we created.
Click the import button, you will see in the pop up that it is creating 7 web orders. Wait until it is done.
Once done it will show you all the Web order numbers that is created in the system
Open the sales and check, and you are done!
