Bulk order upload allows you to create multiple orders at once using an Excel file. This helps save time, reduces manual effort, and ensures accurate data entry for large volumes of orders.

How to Upload Orders in Bulk

The Import Orders feature enables you to upload multiple orders using a predefined XLSX template.

Step-by-Step Guide to Upload Bulk Orders

1. Navigate to Import Orders

• Click on Orders from the left sidebar
• Click on Add Order
• Select Import Orders from the dropdown
  
  
  

2. Download the Template

• Click on Download XLSX Template
• Open the file and fill in the required details
  
  
  

3. Prepare the Excel File

Fill in the following mandatory fields in the template:

• Company*
• Dealer*
• Order Date* (Format: DD/MM/YYYY or YYYY/MM/DD)
• Reference #*
• SKU ID
• Brand ID
• Quantity
• Rate
  
  
  

👉 Ensure:

• The file contains a header row
• Each required field has its own column
• Date format is correct

4. Upload the File

• Click on Click to Import or drag and drop the file
• Supported formats: .XLSX / .XLS
• Click on Next
  
  
  

5. Column Mapping

• Map the Excel columns with system fields
• Ensure all mandatory fields are correctly mapped
• Click on Next

6. Repair (If Required)

• The system will highlight any errors in the file
• Fix the errors directly or re-upload the corrected file
• Click on Next

7. Import Orders

• Review the data
• Click on Import to complete the process

Once imported, all orders will be available in the Order List.

Conclusion

Bulk uploading orders simplifies the process of adding multiple orders at once. By using the correct template and format, you can ensure smooth and error-free order creation.

FAQ

1. What is the maximum number of records I can upload?

You can upload up to 100,000 records at a time.

2. What file formats are supported?

Only .XLSX and .XLS files are supported.

3. What happens if there are errors in the file?

The system will highlight errors in the Repair step, allowing you to correct them before final import.

4. Is column mapping mandatory?

Yes, column mapping ensures that the uploaded data is assigned to the correct fields in the system.

5. Can I upload orders without SKU ID?

No, SKU ID is required to identify the product for each order.

6. Where can I view the uploaded orders?

You can view all orders under:

Orders → Order List

7. Can I re-upload a corrected file?

Yes, you can fix the errors and upload the file again during the process.