CSV Sales Orders

You can set up a CSV import to allow you to import orders which include the following columns:

Trader code – up to 30 character code to uniquely identify the trader. We recommend using up to 20 characters.
Your ref – your customer's reference.
Item code – Item's code. An alphanumeric code, 30 characters max.
Line quantity – quantity of item.
Line note – note specific for the order line.

The file you are supplied with may include other columns – these are ignored.

How Orders Are Created from the CSV File

Lines with the same Trader code and Your ref become detail lines on one order.
Each different combination of Trader code and Your ref creates a new order.

On the Utilities menu, click Order and Receipts Import Config.
Under the Order Import Configuration tab, click CSV Import. A list of configurations is displayed at the top of the window, and the fields for the selected configuration below that.
Click the green + button. A blank line is added to the list.
Complete the following boxes:
- Name – name for the configuration which is used when selecting the configuration on the FTP tab.
- Lines to skip – number of lines in the file that should be skipped, for instance, the first line may be used as a heading for the file's columns, so you would set this to 1;
- Trader column – trader code, used to identify the customer;
- Your reference column – customers' references;
- Item code column – item codes;
- Line quantity column – quantity for that item.
Click the green tick button at the bottom of the list. The configuration is updated.

Click the configuration in the list.
Modify the settings in the boxes.
Click the green tick button at the bottom of the list. The configuration is updated. To discard your changes, click the red cross button.

Click the configuration in the list.
Click the red minus button at the bottom of the list.
Click OK to confirm you want to delete the record. The configuration is deleted.