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, ensure all fields are correctly mapped, particularly those marked as required (with a * symbol). Carefully match the columns in your Excel file with the appropriate fields in HandiFox. Click Next.

In Step 3, you can check Use default sales order number. If this option is checked, HandiFox will automatically assign sales order numbers when orders are created, overriding the numbers in your Excel file.
If you wish to retain the sales order numbers from your Excel file, leave this option unchecked.
Click Next. 

Step 4 will display a list of sales order lines, if there is an error in your import file you will see Errors 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.






    • Related Articles

    • Overview (Sales Orders)

      HandiFox features the ability to create Sales Orders, which are used to keep record of product orders placed by your customers and track quantities on order and quantities available for your inventory items. Invoices can be auto-filled based on sales ...

    • Open Sales Orders

      The Open Sales Orders page in HandiFox Online provides users with the ability to review and manage sales orders. This page allows you to: Check the fulfillability of sales orders. Prepare orders for picking and packing. Print pick lists and packing ...

    • Closing Sales Orders

      In the Web app There are two ways to close sales orders in the Web app: Option 1. Go to Sales → Sales Transactions, locate the sales order you want to close, click its reference number, then Options and select Close. Option 2. Go to Sales → Sales ...

    • Invoicing Sales Orders

      You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...

    • Invoicing Sales Orders

      You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...