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Importing Branch Transfers

Last updated 22/01/2021

How to import Branch Transfers in Bulk with a few simple steps.

Overview


Branch Transfers can be imported into the system in bulk, using our easy to use import wizard.

Branch Transfers to be imported should be prepared in a spreadsheet, with one row per line item in the transfer. An example of what the spreadsheet should look like can be found below.

There are a few pre-requisites for importing orders:

  • Orders must contain fewer than 500 line items.
  • Order references must be unique across all modules (i.e., a Branch Transfer cannot have the same reference as a Branch Transfer).
  • Product Codes must exist in the products module, and codes must be unique.
  • The branches you use must exist in the system.

Template


The following is the template for a standard Branch Transfer.  However, additional fields can be added as discussed below.

Branch Transfer Import (.xlsx 25kb)

Please note that the Company field is the branch from which stock will be transferred, and the Branch field will be the name of branch at which the stock will be received.

Importing the Data


Once you have prepared your spreadsheet, you are ready to import into the system.

  1. While in the Branch Transfer list page, select Actions, then Import Branch Transfers.
  2. Choose between pasting or uploading the spreadsheet data as a .csv file.
  3. Select Next Step.
  4. Match the columns in your spreadsheet to the fields in the drop-down list. An explanation of each field is given below.
  5. If any products or contacts in your list do not match to entries in Cin7, you will be given an opportunity to download the spreadsheet so that you can investigate, and if necessary import new products or contacts.
  6. Assuming all good, select Next Step.
  7. Select Test to see if importing will cause any errors. The results should show a successful import.
  8. Select Import New Branch Transfers to continue.
  9. Your Orders have now been imported! Select Finish and then Back to Branch Transfers to go back to the Branch Transfer List page.

Importing Products with Sizes


Products with sizes can be imported by including the field 'Size Batch' (see below). The size batch field should contain only the size of the item, so will look something like this:

Order Ref Company Name Item Qty Item Code Size Batch Branch
ABC-123 Warehouse 10 TS1 S Retail Store
ABC-123 Warehouse 10 TS1 M Retail Store

This will import 10 small t-shirts and 10 medium t-shirts with code TS1.

Note that each new size should be entered on a new line. However, if you would like to consolidate all sizes of an item into one line after importing your order, there is a function to do this:

  1. Find the order you'd like to consolidate, hover over the cog icon, and select Admin.
  2. From the Actions button, top left, select Merge Separate Size Lines Into One.
    This will consolidate all sizes into one item for each product code.

Fields


The following are fields that can be imported through the order import. Note that not all of these fields are relevant to the Branch Transfer transaction type and may not appear in the interface if data is imported against a specific field.

Field Notes
Order Ref Required field. Must be unique.
Invoice No If you enter an Invoice Number, you are advised to include and Invoice Date; see below.
Company Required Field unless using First Name/Last Name. Must match a company in the CRM.
First Name Required Field unless using Company. Must match a First Name in the CRM.
Last Name Required Field unless using Company. Must match a Last Name in the CRM.
Delivery First Name  
Delivery Last Name  
Delivery Company If no delivery address is specified, attempt will be made to auto-populate from the linked contact.
Delivery Address 1  
Delivery Address 2  
Delivery City  
Delivery State  
Delivery Postal Code  
Delivery Country  
Billing Company If no billing address is specified, attempt will be made to auto-populate from the linked contact.
Billing Address 1  
Billing Address 2  
Billing City  
Billing State  
Billing Postal Code  
Billing Country  
Phone  
Mobile  
Fax  
Email  
Created Date Dates should be formatted as per your Culture Settings in your company profile. If not provided, the current date will be used.
Invoice Date Dates should be formatted as per your Culture Settings in your company profile. If you enter an Invoice Date, you are advised to include and Invoice Number; see above.
ETD Dates should be formatted as per your Culture Settings in your company profile.
Branch Required. This is the branch at which the products will be received.
Price Tier Must match the Price Tier exactly.
Internal Comments  
Delivery Instructions  
Tracking Code  
Freight Description  
Freight Cost  
Surcharge Description  
Surcharge Total  
Discount Description  
Discount Total This is the discount in dollars/pounds to apply to the entire order.
Created By  
Sales Rep  
Processed by  
Fully Dispatched Entering a Fully Dispatched date will mark the order as dispatched, but, importantly, line items will not be receipted out. Therefore this field should only be used when creating historic orders in the system, and not used to dispatch stock. Dates should be formatted as per your Culture Settings in your company profile.
Customer PO No  
Item Code Required. Must match a code (SKU) in the products module.
Item Name  
Item Qty Required. Must be a number.
Item Price  
Item Total Discount This is the discount in dollars/pounds to apply to a line item.
Item Option 1  
Item Option 2  
Item Option 3  
Item Notes  
Size Batch Size of an item, if the item has sizes.
Item Row Format Formats the line items in an order. Use values "Hide", "Indent" or "Bold". You can also use the value "Parent" to indicate the parent line of a BOM, in combination with the Item BOM Load field below.
Item BOM Load Indicates that a line item is part of a Bill of Materials; values should be either "Make" or "Use".