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Allows your trade customers to create an order via upload of a one or more prepared CSV file files or data copy and paste of product codes and quantities. Useful for large organisations with centralised ordering processes. The multiple requests Requests by different staff or departments in multiple csv files can be collated uploaded and will be submitted as one order. |
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Order Import allows your customers to create an order via upload of a prepared CSV file files or copy and paste of product code/quantity data. It is aimed at reducing data entry and increasing seamlessness for larger organisations that place orders with your business centrally. The purchasing officer or similar can reconcile the list upload one or more files with lists of product codes and quantities requested by multiple staff or departments into a single CSV document and upload it to your website. Or they can simply copy and paste this information data into the textbox on the page. Both import methods will convert the data into an cart items of a single order.
Step-by-step guide
CSV file import
To run an Order Import:
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create an order from imported data:
- Have one or more .csv files with requested product details, or prepare the data for copy and pasting.
- 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. There should be no DO NOT include a header row.
- Flat text data: Copy and paste data are ordered in this way: Product Code (or APN), Order Quantity
- When logged into the website, go to Dashboard → Order Import.
- Click Select Files to to browse to your the saved .csv filefiles, or drag and drop the file files from your local directory into the selection box.
- NOTE - To enable multiple file selection, enable on toggle ON Allow Multiple Files in the Order Import widget. Data from all files will be uploaded to the cart. (Multiple orders will not be created).
- Click Import Files.
- Check the Import Log for data analysed, as well as any errors encountered (e.g., invalid product codes).
Check that imported items are in the Shopping Cart.
Note If there were errors in your data and your cart is empty, you can ask us to update the default import behaviour setting. When the 'Order Import Skip Errors' flag 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.
Data Copy and Paste method
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Instead of uploading .csv files, you can also enter or paste data (Product Code,Quantity) into the Data Import box. Example: CV200,5
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