Use the Order Lines import to create orders from a CSV or XLS file.

When multiple rows in the file use the same order reference, Warehouse will combine those rows into a single order. This allows an order containing multiple stock lines to be created from the import.

Before you start

Make sure:

  • The order information has been prepared in a CSV or XLS file.
  • The required contract has already been created in Warehouse.
  • The SKUs included in the file exist against the selected contract.
  • Each order has a reference that identifies which rows belong together.
Important: If the same reference appears on multiple rows, Warehouse will create one order containing all of those rows.

Order references must be unique within a contract. A reference that has already been used for an existing order cannot be used again against the same contract.

1. Upload the order file

Open the Uploads area and select Upload.

Complete the upload information:

Field
Description
Contract
Select the contract the imported orders belong to.
Note
Enter a description to help identify the upload later.
File
Select the CSV or XLS file containing the order information.

Select Select File and choose the required file from your computer.

When the correct file has been selected, select UPLOAD.

Confirm the upload when prompted.

Note: The selected contract determines which customer the imported orders will belong to.

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2. Create a new import

Once the file has been uploaded, return to the Uploads area and select New Import.

Select Order Lines as the import type.

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3. Select the uploaded file

Find the file you uploaded in the previous step and select it from the list.

Confirm the file when prompted.

Warehouse will load the contents of the file ready for the columns to be mapped.


4. Map the file columns

Map each column in the uploaded file to the correct Warehouse order field.

The exact mapping will depend on the information contained in your file, but commonly imported information includes:

  • Order Reference
  • SKU
  • Quantity
  • Consignee name
  • Company name
  • Address
  • Town
  • Postcode
  • Email address
  • Telephone number
  • Carrier or service information, where applicable
Tip: Pay particular attention to the Order Reference, SKU and Quantity mappings. These determine which stock lines are grouped together and what is added to each order.

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5. Check orders with multiple stock lines

If an order contains more than one SKU, include each stock line on a separate row using the same order reference.

For example:

Reference
SKU
Quantity
ORD-1001
SKU-001
2
ORD-1001
SKU-002
1
ORD-1002
SKU-003
4

In this example, Warehouse will create:

  • ORD-1001 with two stock lines.
  • ORD-1002 with one stock line.
Note: Rows using the same reference are grouped into one order rather than creating a separate order for every row.

6. Remove the header row

If the first row of the uploaded file contains column headings, remove it before performing the import.

Select the X beside the header row to remove it from the import data.

This prevents the headings from being processed as an order.

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7. Perform the import

Review the column mapping and imported data.

When everything is correct, select PERFORM IMPORT.

Select YES when asked to confirm.

Warehouse will validate the data before creating the orders.

Important: Check your mapping and references before performing the import. Incorrect mappings can cause the import to fail or create orders with incorrect information.

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8. Correct any import errors

If Warehouse finds an error, the import will stop and identify where the problem occurred.

Select OK to close the error message.

Find the affected value in the import table and select the field to correct it.

Once the value has been corrected, select outside the table to confirm the change.

Then select PERFORM IMPORT again.

Tip: Correct the error shown by Warehouse before retrying the import rather than repeatedly selecting PERFORM IMPORT.

9. Confirm the import

When the import completes successfully, Warehouse will display a confirmation message.

Select OK.

The imported orders have now been created in Warehouse.


What happens next?

Once the import has completed successfully, go to:

Orders → Pick & Pack

The newly imported orders will appear ready to continue through the Warehouse order workflow.

Next step:
Check one or more of the imported orders to confirm that the references, SKUs and quantities are correct before beginning the picking process.