Overview
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.
Step-by-step guide
To Perform an Order Import:
- Create and save a .csv file with your product details.
- File format should be Product Code (or APN), Order Quantity. There should be no header row.
- Login to the website.
- Navigate to 'Order Import'.
- Click 'Select Files' to browse to your saved .csv file, or drag and drop the file from your local directory into the selection box.
- 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).
- Click 'Import Files'.
- Results of the import will be displayed in the Import Log. You can see in the image below that the log contains feedback on the amount of data analysed, as well as any errors encountered (invalid product codes, for example).
Navigate to the Shopping Cart. All imported items will now be there.
If there were errors in your data and you find your cart empty, you may wish to have us update the setting for your site's default import behaviour. Simply contact Commerce Vision and request that we enable the 'Order Import Skip Errors' flag. This way, 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.
Instead of attaching .csv files, you can simply paste your data into the Data Import dialogue box. It should be in the same format as if you were using a flat file.
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Additional Information
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| Minimum Version Requirements | **.**.** |
|---|---|
| Prerequisites | -- |
| Self Configurable | Yes |
| Business Function | Orders |
| BPD Only? | No |
| B2B/B2C/Both | B2B |
| Ballpark Hours From CV (if opting for CV to complete self config component) | Contact CV Support |
| Ballpark Hours From CV (in addition to any self config required) | Contact CV Support |
| Third Party Costs | n/a |
| CMS Category | CMS Category |
