Bulk Order Import CSV

Overview

The Bulk Order Import feature allows you to create multiple orders at once by uploading a CSV file. Each row in the CSV represents a line item, and rows are grouped into orders using a Sequence number. All orders created from a single import are grouped into one batch for easy tracking.

CSV Column Reference

Required Columns

Column Header	Description
Sequence	A number that groups rows into orders. All rows with the same sequence number become line items on the same order. When the sequence number changes, a new order is created. Rows must be sorted by sequence.
Customer	The name of the customer (vendor) placing the order. Must match an existing connected customer name in OrderWerks. This column header may vary depending on your account's terminology (e.g., "Dealer", "Distributor").
Catalog	The name of the catalog to use for this order. Must match an existing catalog name in your account.
Price Group	The price group to use for pricing. Must match an existing price group within the specified catalog. If the customer has a locked price group, this must match it. If left blank and the customer has an assigned price group, that will be used instead.
SKU (or Item)	The SKU of the catalog item to add as a line item. Must exactly match an active item in the specified catalog. The column can be named either "SKU" or "Item".
Qty	The quantity for this line item (numeric value).

Shipping Address Columns

These columns set the ship-to address on the order. If left blank, the system will use the customer's default shipping address (or the catalog/price group default address if one is configured).

Column Header	Description
Name	Recipient name for the shipping address.
Address Line One	Street address line 1.
Address Line Two	Street address line 2 (suite, unit, etc.).
Address Line Three	Street address line 3 (additional info).
City	City.
State	State or province.
Postal Code	ZIP or postal code.
Country	Country.

Optional Columns

Column Header	Description
Order No	A custom order number. If left blank, the system auto-generates one using your account's order numbering sequence.
PO No.	Purchase order number to attach to the order.
Note	A note visible to the customer on the order.
Internal Note	An internal-only note (not visible to the customer).
Description	A description for the order.
Order Date	Overrides the order creation date (format: a parseable date string, e.g., `2026-01-15` ). If omitted, defaults to the current date.
Ship Date	Sets the due date / target ship date for the order (format: a parseable date string, e.g., `2026-02-01` ).
Order Status	Sets the order to a specific status by name (e.g., "Submitted", "In Production"). If omitted, the order is created in Preliminary status.
Unit Price	Overrides the catalog price for this line item. When provided, the line item is marked as a manual price.
UOM	Unit of measurement (abbreviation or name). Only applicable if your account uses UOM Sets. The quantity will be converted automatically based on the UOM configuration.
Expedited	Set to `1` to mark the order as expedited. Only applicable if your account has the expedited feature enabled.
Service Level	The name of the service level to assign (e.g., "Standard", "Rush"). If the name isn't found, the system falls back to your default service level. Only applicable if your account uses service levels.
Third Party Order Ref.	A third-party reference number for the order. Only applicable if your account has this feature enabled.
Shipping Warehouse	The name of the warehouse to ship from. Must match an existing warehouse name. Only applicable if your account uses warehouses.
Is Local Pickup	Set to `1` for local pickup orders. Only applicable if your account supports local pickup.
Is Local Delivery	Set to `1` for local delivery orders. Only applicable if your account supports local delivery.

End Client Columns (Optional)

If your account uses the Client Module, you can specify an end client (the final recipient). When an end client is provided, a new client record is created and the order ships to the client's address instead of the customer's default address.

Column Header	Description
End Client	Name of the end client / final recipient.
End Client Address Line One	End client street address line 1.
End Client Address Line Two	End client street address line 2.
End Client Address Line Three	End client street address line 3.
End Client City	End client city.
End Client State	End client state/province.
End Client Postal Code	End client ZIP/postal code.
End Client Country	End client country.
End Client Email	End client email address.

How the Sequence Number Works

The Sequence column is the key to how rows are grouped into orders:

All rows with the same sequence number are combined into a single order with multiple line items.
When the sequence number changes to a new value, a new order is created.
Rows must be sorted by sequence number in the CSV. The system processes rows top-to-bottom and starts a new order each time it encounters a new sequence value.

Example:

Sequence	Customer	Catalog	SKU	Qty
1	Acme Corp	Main	WIDGET-A	5
1	Acme Corp	Main	WIDGET-B	3
2	Smith LLC	Main	GADGET-X	10
3	Acme Corp	Main	WIDGET-A	2

This creates 3 orders:

Order 1 (Sequence 1): Acme Corp - 2 line items (WIDGET-A and WIDGET-B)
Order 2 (Sequence 2): Smith LLC - 1 line item (GADGET-X)
Order 3 (Sequence 3): Acme Corp - 1 line item (WIDGET-A)

Common Errors

If a row fails to process, the system logs the error with the sequence number. The order for that sequence is skipped. Common errors include:

Error	Cause
vendor_not_found	The Customer name doesn't match any connected customer in OrderWerks. Check spelling and ensure the customer is connected.
catalog_not_found	The Catalog name doesn't match any catalog in your account.
vendor_locked_catalog_mismatch	The customer is locked to a specific catalog that doesn't match the one in the CSV.
price_group_not_found	The Price Group doesn't match any price group in the specified catalog, and the customer has no default price group assigned.
vendor_price_group_mismatch	The customer has an assigned price group that doesn't match the one in the CSV.
item_not_found: [SKU]	The SKU doesn't match any active item in the specified catalog. Verify the SKU is correct and the item is active.
service_level_not_found	The Service Level name doesn't match any service level in your account, and no default service level exists.

Tips

Auto-Submit: If the "Auto-Submit Orders" option is selected when uploading, each order will be automatically submitted after creation (moving it out of Preliminary status).
Batch Tracking: All imported orders are grouped into a batch with a batch number for easy reference.
Address Validation: If your account has address validation enabled, all shipping addresses are verified after import and a summary report is generated.
Customer Name Matching: The customer name uses a partial/fuzzy match, so "Acme" would match "Acme Corporation". Be specific enough to avoid matching the wrong customer.
Duplicate Prevention: The system will prevent duplicate orders if your account has this safeguard configured.