Last updated 22/01/2021
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:
The following is the template for a standard Branch Transfer. However, additional fields can be added as discussed below.
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.
Once you have prepared your spreadsheet, you are ready to import into the system.
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|
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:
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.
|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 Postal Code|
|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 Postal Code|
|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.|
|Discount Total||This is the discount in dollars/pounds to apply to the entire order.|
|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 Qty||Required. Must be a number.|
|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|
|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".|