CSV Order Entry
CSV Order Entry is a very useful option for accounts that perhaps don't want to use the platform but you want them to place their own orders with an ordering sheet. This is a customer specific csv file that you can generate and send to them so they can specify the quantities of the items they want to place and they can see their per item pricing, but not having you be responsible for re-keying in their orders.To get started, make sure the feature is turned on under Settings:
With this turned on, go into your accounts screen (Customers, Retailers, Dealers, etc.), and locate the account you want to generate the CSV file for.Scroll the table to the right, or select less columns to view the action buttons on the right side:
Click Download CSV Entry File.Open the file with a CSV editor - we prefer ModernCSV as a free option.You will see that you specify the quantity for each item in the file. Save the file and create a new order for that account.At the top, you'll see an Import tab for the order:
Click on Import, find your file and it will process the file and import each of the non-zero line items into the order. Now you can submit the order and process as you normally would.
With this turned on, go into your accounts screen (Customers, Retailers, Dealers, etc.), and locate the account you want to generate the CSV file for.Scroll the table to the right, or select less columns to view the action buttons on the right side:Click Download CSV Entry File.Open the file with a CSV editor - we prefer ModernCSV as a free option.You will see that you specify the quantity for each item in the file. Save the file and create a new order for that account.At the top, you'll see an Import tab for the order:Click on Import, find your file and it will process the file and import each of the non-zero line items into the order. Now you can submit the order and process as you normally would.