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Customer Self Service features functionality whereby B2B users can import products to their cart via via CSV 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 the web. This reduces data entry when placing very large and/or multiple orders.
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Allow multiple file upload?
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To enable multiple file selection, toggle ON Allow Multiple Files on the File Upload tab in the Order Import Widget. Data from all files will be uploaded to a single cart. (Multiple orders will not be created). |
These steps are for your customers.
Step-by-step guide
To Perform an Order Import:
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Data preparation
.csv
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files with
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requested product details
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or flattext data for copy and pasting must be prepared.
- CSV file: An order line is created from data in the first two columns. Use the first column for the Product Code (or APN), and the second, for Order Quantity.
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- DO NOT include a header row.
- DO NOT include a header row.
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- Flattext data: Data must be ordered this way: Product Code (or APN), Order Quantity
- Flattext data: Data must be ordered this way: Product Code (or APN), Order Quantity
CSV file import method
To create a data import order from CSV files:
- When logged into the website, go to Dashboard → Order Import.
Click Select Files to browse to the saved .csv files, or drag and drop
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files from your local directory into the selection box.
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Tip If your file has upload data errors, upload will return an error message.
Check your upload has a success message.
- Click Import Files.
- Check the Import Log for data analysed, as well as any errors encountered (e.g., invalid product codes
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- ).
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Check imported items in the Shopping Cart.
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Note If there were errors in your data and
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your cart is empty, you
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can ask us to update the
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default import behaviour
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setting. When the 'Order Import Skip Errors' flag
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is enabled the invalid lines will be ignored and the rest of the data will be imported.
- Proceed to checkout.
- Repeat Steps 1-8 for subsequent orders as required.
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Data copy and paste method
Instead of
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uploading .csv files, you can
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also enter or paste
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data (Product Code,Quantity) into the Data Import
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box.
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Related articles
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Example: CV200,5
Edit Order Import options
Settings for the Order Import template are in the Order Import Widget.
- Go to Content → Pages & Templates → Orders → Order Import Page.
- Click Edit.
- Find the Order Import Widget, then click Edit.
- For a guide to settings, see: Order Import Widget.
Additional Information
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Self Configurable |
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