Importing Orders from CSV file

Importing Orders from CSV file

New to Retailer 3.3.1, you can now import orders from a CSV file into Orders Maintenance which can be printed or sent to suppliers, then be ready to be arrived into Retailer.
This is separate to arriving a CSV Invoice file.
Info
Click HERE for steps to import a CSV file into Invoice Arrivals

Setup Import Source

Before importing an Order File, you will need to create a new Import Source in Retailer.
  1. From the Main Screen of Retailer, click Stock Maintenance -> Orders -> Orders Maintenance.
  2. Click 'Import Order' near the top left corner.
  3. Click the 'Setup Import Sources/Settings' tab.
  4. To add a new Source, click the Plus button in the bottom left corner.
  5. Select a Type.
    Standard - This source can supply orders for various suppliers.
    Supplier - This source will supply orders for the selected supplier only.
  6. In Description, Enter a Description or select a Supplier.
  7. Leave Format Setup as 'Generic'.
  8. Click the Green tick at the bottom to Save.

Setup Order CSV File Template settings

Before importing an Order CSV File, you need to setup the Order File Template settings in Retailer. This will help the system understand where the information in the file is (under which columns).
  1. From the Main Screen of Retailer, click Stock Maintenance -> Orders -> Orders Maintenance.
  2. Click 'Import Order' near the top left corner.
  3. Click the 'Manual Import' tab.
  4. Select an Import Source.
  5. Click 'Change Template File Settings'.
  6. Click the yellow folder icon next to 'Load Invoice File'.
  7. Select the Order CSV file you wish to import.
  8. Click Yes to confirm this is the Order file you wish to import.
  9. Set 'Lines in File Header' first then enter the other settings as required. The 'Lines in file Header' setting indicates how many lines of the file are just heading, not actual stock lines.
    Alert
    The file must contain the following at minimum:
    1. Order number
    2. Stock Barcode
    3. Order Quantity
    4. Cost 
  10. Click Save and then Close.

Import Order CSV File

  1. From the Main Screen of Retailer, click Stock Maintenance -> Orders -> Orders Maintenance
  2. Click 'Import Order' near the top left corner.
  3. Click the 'Manual Import' tab.
  4. Select an Import Source.
  5. Click the Import button.
  6. Enter staff initials if prompted, then select the file.
  7. If prompted that the Supplier does not exist, click OK to start the wizard for adding a new supplier, or click Cancel to select the existing supplier from your system.
  8. Check the details of the order, before clicking Post to import the order.
Alert
If the Order number highlights in red, that means the Order number already exists in the system and must be changed before importing can continue.