Sales orders can be imported into the web application through the simple import, or wizard. Bulk importing sales orders is useful if you want to upload multiple orders from a spreadsheet, and they cannot be synced in via a supported integration.
If you ever need to enter orders manually or transfer them from one system to another the import process can save you a lot of time and hassle.
There are three major steps to import sales orders.
Step 1. Identify the Fields You Want to Import
Click on the View Sales link and select Import Sales orders to see the available orders fields that can be imported.
Below the blank Paste Here box, you will see the fields available to import.
There are two groups of fields to import.
The order summary fields are listed in the left column in the highlighted red box.
Order summary fields include order id, customer, order date are listed in the left column.
The order items fields are listed in the right column.
The primary order items are product id, quantity, and cost.
Prepare the Excel File
Sales Orders to be imported should be prepared in a spreadsheet, with one row per order line item in the order. An example of what the spreadsheet should look like can be found below.
Important Tips:
To import sales orders, you NEED to have the Order ID field listed, and it is a mandatory field.
If you want to have the order committed and stock allocated for the item after the import is completed, please make sure you import the 'Status' field with marking easy order with the "Committed" order status.
If this field is not imported, the orders will be in "Editable" when they order are imported.Sale order custom fields are also available to be imported and will be listed as an available field in the Import screen (see image above).
Product IDs in the order id need to exist within Finale prior to the import.
In the example, there are three orders that will be imported (and are color-coordinated for illustrative purposes only).
In this example, the sales order summary items are contained in column B - Column J and the items detail are contained in columns K - L.
When importing orders, Finale will import the order summary items from the first line of the order.
This format below is also acceptable, but please note that the import will ignore the order summary items that are not listed on the first line of the order id.
Below is an Excel sample temple for sales order import.
Import Sales Order by Copying and Pasting from Excel
Copy the contents from the Excel file and paste the content in the Paste here box of the sales import. After everything is loaded, select the Start Import.
You now see the orders in the sales list view.
Please see the video below for an overview of these three steps.
How to Import Sales Orders