Import Sales Order via CSV

Sales Order (SO) is a document made by a seller specifying the details about the products/services ordered by a customer, but it hasn't been confirmed yet. So basically it's an offer before a Customer deals with the transaction they want to make.

Users can upload the order in bulk via CSV, to make it easier not to input the orders one by one. Using this method also can save more time when making many transactions.

There are several conditions that require users to import orders via csv files :

Old Order
When there is an old order, or the order has not been inputted into the system.

POS System Migration
When a new users uses DealPOS and has previously used other POS systems, then they want to import order data from the previous POS system.

Unsynced Marketplace Orders
When the marketplace server is congested and causes orders not to be automatically uploaded to DealPOS.

Read the following steps to import orders via csv files :

Step 1. Go to Orders, then Click Import

Step 2. Download CSV Sample

Notes :

After you click the download sample button so you can see the sample CSV file.

Step 3. Edit CSV File Data Based on Your Order, then Save the File

Index Properties

Column	Description
Number	The number of invoice
Outlet	The name of Outlet
Date	Date of making
Customer	Customer Email or Code
TaxType	Tax name in your system
Code	Code which is used to uniquely identify a variant
Quantity	Quantity of product in your transaction
UnitPrice	The price you want to sell to your customer
Discount	A discount of the product
Note	Additional note
PaymentMethod	The way that a buyer chooses method payment
PaymentAmount	The sum of payment