Order Import

The Order Import option in the Orders menu enables you to import one customer's order contained in a csv file. You select the order delivery date, the customer, and the csv file containing the order's product and quantity information. When the file is imported, a new order is created for the customer and can be viewed in My Orders.

• Download the sample file in the Order Import screen to view the format of the csv file required for importing data
• The file must be saved in CSV (comma separated values) format
• It must contain two columns with the headings:
  • ProductSKU: The vendor Product Code as contained in EasyVend
  • Quantity: The quantity being ordered
• Ensure the headings of these columns in your CSV file are spelt correctly
• All other columns in your file apart from the two mandatory columns are ignored
• Notes:
  • If the ProductSKU in any row in the file is empty or not found, the import will fail; a partial import will NOT be done.
  • If the customer is a Central Billing or Fee for Service customer, all products in the order must be from the customer's Supplier. If the product supplier and the customer supplier do not match, the import will fail; a partial import will NOT be done.

To import an order for a customer:

• Select Import Order from the Orders menu
• Enter the details of the customer and order you are importing:
  • Delivery Date: (Mandatory) - select the delivery date for this order
    • The default date is your Working Date
  • Customer: (Mandatory) - select the customer whose order this is
    • Enter all or part of a customer code or customer name to narrow down the list
  • Customer PO: (Optional) - enter the customer's purchase order number, if applicable
  • File: (Mandatory) - select the csv file containing the order:
    • Click Select File
    • Choose the csv file on your computer
• Click Import Order
  • If the import fails, no order will be created and a list of errors found will be displayed in the Order Import screen