Importing Sales Orders
You can import your sales orders into Stoqflow. To import sales orders, you will need to create a CSV file. This is done by creating an Excel file and saving it as a CSV file.
CSV File
Stoqflow links column titles from the import file to fields in the application. Therefore, always enter the correct column header each time. A template for the import file can be downloaded via a link next to the import button.
The following data can be imported, including mentioning of the correct column header. The required fields when creating new orders are indicated in bold:
- Connector (
connector) - Reference (
reference) - Status (
status) - Delivery Note (
delivery_note) - Customer: Name (
client_name) - Customer: VAT Number (
client_vat) - Customer: Contact (
client_contact) - Customer: Email (
client_email) - Customer: Phone Number (
client_phone) - Customer: Mobile (
client_mobile) - Customer: Address Line 1 (
billing_address_1) - Customer: Address Line 2 (
billing_address_2) - Customer: Postcode (
billing_postal_code) - Customer: City (
billing_city) - Customer: Province/State (
billing_province_state) - Customer: Country (
billing_country) - Customer: Shipping Address: Name (
shipping_name) - Customer: Shipping Address: Company (
shipping_company) - Customer: Shipping Address: Address Line 1 (
shipping_address_1) - Customer: Shipping Address: Address Line 2 (
shipping_address_2) - Customer: Shipping Address: Postcode (
shipping_postal_code) - Customer: Shipping Address: City (
shipping_city) - Customer: Shipping Address: Province/State (
shipping_province_state) - Customer: Shipping Address: Country (
shipping_country) - Tracking Number (
tracking_numbers) - Notes (
notes) - SKU (
sku) - Note (
note) - Quantity (
quantity)
!> Note: Orders cannot be overwritten. This means that each line from the import file will result in a new order. When an order has the same 'reference' as an existing order in Stoqflow, that order will be skipped. Each order must therefore have a unique 'reference'.
Importing Sales Orders
Once the file is created, you can import it into Stoqflow. Via the sales orders overview screen, you can import sales orders. This is done by selecting "import/export" at the top of the list. Then select the shop for which you want to import sales orders. Next, click on 'import csv file' and search for the correct file among your documents.
