Import order from Excel

Purchase orders can be imported. You can use an exported Excel file as a template for the Excel import.

It is important that the column headers are correct based on definition. Make sure you do not copy any values into one of the column headers in the hidden row (row number 2). It is important that the hidden row is hidden in the Excel file when you run the Import, otherwise the import will fail.

Required identifiers in the Excel file:  

• At least one item identifier of the 3 is required: SKU, GTIN or Item number.

• Quantity, Wholesale price, Supplier discount and Delivery date.

• At least one supplier identifier of 2: Supplier no. or Supplier GLN.

Purchase orders can be imported from Excel.

Click on the Import order button.

The "Import order" dialog opens.

Select Store level: "All stores", "Store", "Profile" or "Team". Which option you have is depending on the user rights.

Select Order type: "Replenishment" or "Preorder".

Select Delivery date using the calendar icon or write the date.

Click on Select file to select a file to upload. This file must be in .xlsx format. Select a file and click on Open to upload the file.

Click on Set up import. The Import order page opens if you have selected store, profile or team as store level.

To the left on the import order page you see a list of active stores/teams/profiles depending on the store level you selected, and your user permission.

You use search, or select wanted options from the list by ticking them. Your selection is displayed to the right. You must choose at least one from the list.

When you are finished with your selection you must click on the Import button to import the orders.

You get a notification when the import is done with information how many Purchase orders and Purchase order lines have been imported, and if there are lines that have been skipped due to missing info in the Excel file.

If the file contains more than one supplier, then a Purchase order per supplier (and store if more than one store is selected).