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Place a Customer Order via Upload Order

Alex Bernier
Updated

Overview

You can now place an order for your customer using a spreadsheet. Simply download our spreadsheet template, fill it out, and upload.

Follow these steps to use Upload Order.

Place an order via Upload Order

  1. Select Customers from the navigation menu.

  2. Find and select your customer.

     Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.

     

  3. Select the Upload Order option.

  4. Download the template file.

    Tip: The downloaded template file will be named the same as the active order guide—this is not a requirement. You can upload a filled-out spreadsheet with any filename.
     

  5. Fill out the template file using order guides and/or the catalog to source the correct Item Code, UoM, and Quantity for each item.

    Tip: All 3 columns are required fields.

     

Example

Tip: If you do not see the item code, maximize your browser window to ensure all informational columns are visible.

 

Restrictions

Same item code, different units: Even if an item is available in different units, you can NOT add the same item code twice to the spreadsheet. You will need to add-on the second item manually when reviewing your uploaded order.

 

  1. Save your filled-out spreadsheet and select Upload Order again to upload your saved file.

    Tip: Uploading an order will overwrite any items you currently have in your shopping cart, each time you upload a spreadsheet.

     
  2. Select Next.

Result

Your spreadsheet upload will either successfully upload or show an error message.

Successful upload

Error message

Tip: To troubleshoot any errors, select Download error file to review your specific error messages. You can correct the errors and Retry Upload of the corrected spreadsheet.

 

 

  1. Review your order summary and make adjustments, if desired, by selecting Edit Order. Then, Submit Order.

    Tip: From here:

    • Your cart contains the items from the spreadsheet, and the app will work the same as if you had added the items any other way.
    • You can add or remove items as normal, using the catalog or an order guide.
    • Using Upload Order again will overwrite all items you currently have in your shopping cart.
     

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