The article outlines the steps to Import new Sales Orders in bulk. .
FOLLOW STEPS BELOW:
Download and Save the Import template
1. Click the sales orders icon in the main window ribbon.
2. Click on Import for csv files OR click the down arrow for Excel files
3. Click 'Save template to export & save the 'basic' template
4. OR click the down arrow to export & save the 'Full' template
5. Specify file location & name for saving
6. Click yes to open now
Capture Sales Order data into basic or full import template
7. Capture data is per required & optional columns
8. Save the file as Excel or CSV
Basic
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| _SoID | Yes | -1 | Matching IDs are grouped into a single sales order | Yes |
| Customer | Yes | No | ||
| Sub Customer | No | Yes | ||
| InvoiceSubCustomer | Yes | Yes | ||
| Sales Rep | Yes | Yes | ||
| Order Type | No | Default Non-buffer order type | Yes | |
| Job product ID | Yes | No | ||
| Style | Yes | No | ||
| Colour | Yes | No | ||
| Season | Yes | No | ||
| Product description | No | Blank | Yes | |
| Delivery Date | No | Date of import | Must be in format: yyyy/mm/dd | Yes |
| Delivery End Date | Yes | Must be in format: yyyy/mm/dd | Yes | |
| Currency | Yes | Currency Code | Yes | |
| Local Selling Price | No | Yes | ||
| S1-S30 | Yes | Must be in this format: 'Size name:Units:barcode'( Barcode optional) | Yes |
Full
| FIELD | REQUIRED | DEFAULT VALUE | NOTES | CAN UPDATE INCORRECT VALUES IN IMPORTER |
| _SoID | Yes | -1 | Matching IDs are grouped into a single sales order | Yes |
| Customer | Yes | No | ||
| SubCustomer | No | Yes | ||
| InvoiceSubCustomer | Yes | Yes | ||
| SalesRep | Yes | Yes | ||
| PoNo | No | Yes | ||
| OrderType | No | Default Non-buffer order type | Yes | |
| Buyer | No | user defined fields | Yes | |
| XStock | No | custom fields, must conform to custom field config/ values | Yes | |
| JobProductID | Yes | No | ||
| Style | Yes | No | ||
| Colour | Yes | No | ||
| Season | Yes | No | ||
| ProductDescription | No | No | ||
| DeliveryDate | No | Date of import | Must be in format: yyyy/mm/dd | Yes |
| DeliveryEndDate | Yes | Must be in format: yyyy/mm/dd | Yes | |
| Currency | Yes | Currency Code | Yes | |
| LocalSellingPrice | No | Yes | ||
| IncludeRejects | No | Yes | ||
| ItemReference | No | Yes | ||
| Process | No | Process Name | Yes | |
| TaskTeam | No | Default Task Team | Task Team name | Yes |
| S1-S30 | Yes | Must be in this format: 'Size name:Units:barcode'( Barcode optional) | Yes |
Import the completed basic or full import template
9. Click the sales orders icon in the main window ribbon.
10. Click on Import for csv files OR click the down arrow for Excel files
11. Click 'Browse' to select the import file
12. Specify mapping for any column not correctly mapped
13. Specify a default value to use if cell is not populated
14. Click 'Validate Data'
15. View Import data or any errors
16. Correct errors in the importer or on original file (if on original file you must reload & map)
17. Choose to 'Halt on Error' or not
18. Click 'Import'
Clicking validate data AFTER making in Importer changes will clear your edits
Halt on error will cause the entire import to fail at the first error. ie valid lines will not import.
NB. For a quick tutorial watch below
