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Importing Sales Orders

Owned by P Sawkins (Unlicensed)
Last updated: 07, Sept, 2019
2 min read

When a customer provides a sales order in XLS form - you can import it into the system

Flag the customer - Places Bulk Orders

This allows you to save a sales order with no lines on it.

Put the customer in the sales order screen and save it.

  1. Customer identified
  2. Save order - will get an order number
  3. Drag and drop the xls on the screen > Edit Button > import  (Columns : SKU, Qty, Price)


Alternatively you can simply enter and then save the first line on the sales order - then to do the import.  Each sku can only be once on a sales order once.

Importing Sales Order History

Sales Order screen > Clear > drop XLS on the screen > Edit Button Menu > 

Columns in the spreadsheet


OutletOrder NumberCreate datecust numberskudescriptionquantityeachperson
Optional or mandatoryOptionalMandatoryMandatoryMandatoryMandatory OptionalMandatoryMandatoryOptional
Detailsused if multi-entity uploadAdd $IMP or other prefix to the orders so they can be easily identifiedorder datecustomer codesku code sku descriptionqty shippedpricenotes on sales order
string col = c.ToLower().Replace(" ", "");
                    if (col == "outlet") excel.addMapping("context", i);
                    else if (col.Contains("order") && col.Contains("number")) excel.addMapping("code", i);
                    else if (col.Contains("date") && col.Contains("creat")) excel.addMapping("date", i);
                    else if ((col.Contains("cust") && col.Contains("number")) || col == "customer") excel.addMapping("cust", i);
                    else if (col == "sku") excel.addMapping("sku", i);
                    else if (col.Contains("description")) excel.addMapping("itemdesc", i);
                    else if (col.Contains("fulfilled") || col.Contains("quantity")) excel.addMapping("qty", i);
                    else if (col.Contains("each") || col.Contains("price")) excel.addMapping("each", i);
                    else if (col.Contains("person") || col.Contains("notes")) excel.addMapping("notes", i);




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