What is Upload Order?
The Upload Orders feature allows users to upload multiple orders at once using a CSV file. This is useful for uploading large volumes of manual orders.
To access the Upload Orders feature, navigate to
☰ > Sales > Orders > Click Upload
Prepare a CSV file for the Order Upload
Here's a Template that can help you get started:
Follow the CSV Template Format:
Ensure that your CSV contains the following fields, and fill them as required:
Order ID: A unique identifier for each order. (e.g., the first order can be 10001, the second order 10002, etc.)
Order Number: Each order must have a unique number.
Warehouse Code: Code for the warehouse processing the order (e.g., RAB-FUL-01).
Allow Partials: Enter TRUE or FALSE to indicate if partial fulfillment is allowed.
Warehouse Transfer: Enter TRUE or FALSE depending on whether it is a transfer order.
Destination Warehouse Code: Provide the destination warehouse code for transfer orders, otherwise enter N/A.
Email: The customer’s email address.
Currency: The currency used for the order (e.g., CAD, USD).
Customer Information: Provide the customer’s first name, last name, phone number, and company name (optional).
Address: Include Address Line 1 (required), Address Line 2 (optional), City, State Code, Postal Code, and Country Code.
SKU: The unique identifier for each item in the order.
Quantity: Number of units ordered.
UOM (Unit of Measure): Unit of measure for the item (e.g., EA for Each, CS for Case).
Price: The price per unit.
Stop Ship: Specify the minimum number of days before the product expiration that it can be picked for the order. If not filled, defaults to 0 or the value set within Inventory > Items.
Checkout the example below with single or multi-line item orders
Orders with single line items Template
Orders with multiple line item
Adding Multiple Line Items:
To add multiple items within one order:
Leave all fields blank in the next row, except for SKU, Quantity, UOM, Price, and Stop Ship (Stop Ship is optional).
Continue adding additional items in the same way for multiple line items.
Make sure these rows align directly beneath the main order row.
Once the CSV file is prepared, the next step is to upload it.
Steps to Upload Orders 🪜:
Click on the Upload button on the Orders page.
Select the CSV file: A pop-up will appear, prompting you to drag and drop your CSV file into the box. You can also click the gray area within the box and that will open a window to select a file from your system.
Import: click Import to upload the orders.
Errors:
During the import, the app will flag any error in the CSV file that will block the orders from uploading. Please review the error and make the required adjustments to the file before attempting to upload it again.
🎉 Congratulations! You’ve successfully uploaded bulk orders into OrderGrid.