How to create Sales Order in batch?
To guide you on our Sales Order Flow, kindly check below.
Now, you are ready to create a Sales Order or Shipment Order in batch.
1. After logging in, select Sales Order on the side panel.
2. Next, click Orders.
3. You will be directed to Orders page.
4. Click Import Orders.
5. Select Download Import Templates.
6. Open the downloaded file in your device, then fill in all required fields. Image below is a sample file only.
7. Once you have completed the file, make sure that:
a. you have filled in all required fields;
b. SKUs must be unique for both standalone products and variants;
c. If there is no SKU, please create an SKU first.
You can either Drop or click to Choose file from your device.
8. After the system processed the uploaded file, it will give you feedback if you did fill in correctly the file.
Check example below. This file has four (4) failures; thus, this could not be uploaded.
9. Click Return to re-upload.
10. Then upload the corrected file. Once you uploaded the correct file, a successful remark will appear.
11. Then, click Close.
12. You should be seeing all the newly uploaded orders on the Orders page. Notice that all these newly created orders through batch upload is in Draft status.
13. To approve Draft status, tick the box in the first column.
Notice these buttons:
14. Select Batch Approve.
15. A pop-up message will appear to confirm your action. Then, click Proceed.
16. A notification will appear on the side of the screen.
17. Notice that the Draft status is changed to Approve.
Please remember that when an entry has been approved it only means that you can start creating your Shipment Order.
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