Page History

...

Customer Self Service features functionality whereby B2B users can import orders products to their cart via via CSV flat file or copy & paste of data.  

This may be useful in instances where all orders are placed centrally within an organisation, with multiple staff forwarding requisitions to a purchasing officer or similar. In this case, a requesting officer can send a list of product codes and quantities, and the purchasing officer can upload it to CSSthe web. This reduces data entry when placing very large and/or multiple orders.

Image Added

Step-by-step guide

To Perform a CSV an Order Import:

1. Create and save a flat file containing order .csv file with your product details.
   • File format should be Product Code (or APN), Order Quantity. There should be no header row.
      
   Save the file in .csv format.
2. Login to CSS as a B2B user (or other Role with Order Import functionality present).the website. 
3. Navigate to 'Orders' --> 'Order Import' (/orderimport.aspx).
4. Click Click 'BrowseSelect Files' to locate the browse to your saved .csv file from step 2. Alternatively, or drag and drop the file from your local directory into the selection box. (A note will display advising that the browser supports 'Drag & Drop' functionality, where applicable.)
5. Click 'IMPORT NOW'. 
6. The results
   • Note that if the option is enabled on the Order Import widget, multiple file selection is permitted. Data from all files will be uploaded to the cart (multiple orders will not be created).
     Image Added 
7. Click 'Import Files'. 
8. Results of the import will be displayed in the Import Log. You can see in the image below the import button. Any relevant error messages will also be displayed here (e.g. obsolete/invalid items). 
   Image Removedthat the log contains feedback on the amount of data analysed, as well as any errors encountered (invalid product codes, for example).
   Image Added
9. Navigate to the Shopping Cart. All imported items will now be there.  
   Image Removed(as long as flag on!) 
10. Proceed to checkout. 
11. Repeat Steps 1-9 8 for subsequent orders as required. 
     

Related articles

...