Search our Help.

Import Sales Orders

Follow

Summary: 

 To Import Sales Orders into Unleashed.

Platform: 

  • Unleashed on Browser
  • Microsoft Excel

Points to Note:

  • You must import Sales Orders using the Unleashed template. 
  • Order Numbers must be unique. DO NOT enter an existing order number.
  • Multiple Sales Orders can be uploaded on a single template. Header fields, from Order Number to Line Number, only need to be populated once per order.
  • To add a new order to the template, add the header details for subsequent orders and add as many product lines as required.
  • Enter the correct Customer Code for an existing Customer in Unleashed.
  • You must enter the order numbers with any required prefixes or formatting. Unleashed does not add any prefixes or formatting.
  • Orders are imported and saved as Parked. If you enter any duplicate Customer references, there will be no validation and the duplicates will be recorded in the system.
  • The unit price from the template is the unit price on the order imported, this will override the default unit price in the system settings. If you want to use the default unit price from the system, then leave the unit price field blank.

Steps:

1. Go to Sales<Orders<Import Sales Orders

mceclip0.png

2. Click Download Sales Order Template

mceclip1.png

3. Enter data in the template format. For field definitions, see Import Sales Orders field definitions

mceclip2.png

4. Save the file as a CSV file

5. Return to Unleashed Sales<Orders<Import Sales Orders page

6. Click Drop file here or click to upload

mceclip3.png

7. You can always double-check this file has been imported via the import/export queue, the 3 parallel lines next to your name in the top right-hand corner of the screen

mceclip4.png

Was this article helpful?
0 out of 0 found this helpful