Importing Sales Orders

Importing Sales Orders

 Importing Sales Orders

HandiFox Online allows you to batch import sales order from an Excel file.

 Before importing your Excel file, make sure you follow the instructions described in the Import Sales Order Guide section in Step 1 of the import process
To import sales order from an Excel file, go to Sales → Sales Transactions and click  Import Orders.

In Step 1 of the import process click Browse, locate you file and add/open it. 
 In this window you can first download a sample file and fill it out with the data you want to import and, import it afterwards.
Click Next.

In Step 2, first make sure to map the correct fields, especially the fields marked with . Click Next.

In Step 3, you can check Use default sales order number (S.O.No. will be assigned automatically when the order is created), this will override the SO numbers from your import file. Click Next. If you want HandiFox to assign the sales order numbers that you specified in your import file, do not check this setting and click Next.

Step 4 will display a list of sales order lines, if there is an error in your import file you will see in the Status column. Hover your mouse/cursor over the error to see what needs to be corrected.

Example of an error when importing sales orders

Sales orders with no errors will display OK in the Status column. 



 You can also manually specify which sales orders from the import list are to be imported by unchecking this box (picture above) and manually checking the box of each item. Only items with OK status can be checked/unchecked 

You can now click Import even if there are sales orders with errors (only sales orders with OK status will be imported).



 You can click Download file with not imported orders, make the necessary changes to this new file and repeat steps 1-4 as described above afterwards.
 Do not click OK before downloading the previously mentioned file, once the window above closes, the file becomes unrecoverable.






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