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

Step 4. Choose CSV File to Upload

Step 5. Upload CSV File

Step 6. Invoice was Successfully Imported

Step 7. Recheck Uploaded Order in Order List

You might also like to read these articles below :

• To configuration customer invoices, you can check this article Customer Invoice Printing Configuration

• If you want to see update history customer invoice you can check this article How to see Update History Customer Invoice

• If you want to make write off customer invoices, you can check this article Write off Customer Invoices

• If you want to import & export order by JSON you can also check this article How to Import & Export Order by JSON