Import fulfillment order
The Import Fulfillment Orders feature allows users to create multiple orders in bulk by uploading an XLSX or CSV file. It is a straightforward process that ensures seamless integration of your orders data into sBizzl. This guide provides a step-by-step overview of how to import orders efficiently. The three-step import process makes it easy to upload order data, map file fields to system fields, review and correct the data and finally import valid orders and displays in the fulfillment orders list.
- Navigate to Fulfillment > Orders.
- Click on the Add > Import Fulfillment Order which is located on the top right corner.
- The importing fulfillment order screen will be displayed.
Download a sample file:
Step 1: Select Customer & Upload File
- In the import modal, you have the option to either download a sample template file or click "Browse" to select the file for import.
- Customer: Select the customer for whom the fulfillment orders are being imported.
- Download sample file: Downloading a sample file for importing orders data into sBizzl is a simple procedure designed to assist users in comprehending the necessary format and organization for seamless data importation. This sample file acts as a template, guiding how to structure orders before importing it into sBizzl.
(Note: The sample file is available in .csv format for user convenience.)
- Browse - To initiate the import process, users must first browse to select the file containing the data they wish to import into the system. The system supports two file formats for import: CSV (Comma-Separated Values) and XLSX (Excel Spreadsheet). Users can choose either format based on their preference and the format of the data they intend to import. (Note: The number of records in the file should not exceed 3000.)
- Next: After selecting the import file, click Next to proceed to the data mapping screen.
Step 2: Map Fields
- In the Map data screen using the downloaded sample template as a guide, map your existing data fields to the corresponding fields in Sbizzl. Ensure that each piece of information aligns correctly to prevent errors during the import process.
- After selecting the "Set to All '' option from the dropdown menu, sBizzl offers a convenient feature that allows users to uniformly apply a selected value to all uploaded records, regardless of the existing values in that column of the import file.
- This functionality streamlines the data management process by eliminating the need to manually input the same value for each order in the list. Users are setting attributes like order type; they can quickly propagate the chosen value across multiple entries with just one action.
- Next: After completing the field mapping, users click on the Next button to proceed to the review and validation step.
Step 3: Review & Confirm Import
- The third step provides a final preview of the uploaded order data before it is imported into the system. The top section displays customer/owner name, file name and total records uploaded.
- The table displays information such as:
- Customer Order Reference
- Sku Code (Product Code)
- Quantity
- Warehouse Note
- Delivery Note
- Contact Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Pincode
- Country
- Delivery Service
- Phone
- Order Type
- After mapping, the contents of the imported file are displayed. Any detected errors, such as missing or invalid data, are highlighted with a 🛈 symbol. Users must correct these errors before proceeding. It can be missing required fields, invalid quantity, invalid product, uom, email, delivery service, duplicate order reference or any incomplete address information.
- Once all errors are resolved, users can click the "Confirm & Import" button. The system performs the final validation and imports the valid orders and are added to the fulfillment orders list. Refer Fulfillment Orders list.
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