Preconditions:
Make each SKU exists in PULPO WMS.
Make sure order_num does not already exist already, i.e. needs to be unique.
Make sure the client_code in the outgoing orders CSV belongs to an active customer.
If you are going to create outgoing orders with multiple items make sure that client_code, order_num, ship_to, priority. and delivery_date are the same in all the rows that belong to the same order.
Import in frontend
To import in frontend go to the “Outgoing Orders” module → click on the button → click on Upload File → choose a valid CSV file to import
Here you can find the template.
Make sure to use exactly the format specified in the template for each entry and separate the values by ",".
Note: If using Excel, be sure to save every CSV file you edit in UTF-8 format before uploading.
Upload template details:
Column | Field | Description | Field required? | Data Example | Format |
A | order_num | Unique number for the sales order | true | order_123 | text - max length 255 |
B | ship_to_name | Name of the address where the sales order is being shipped. | true | Address1 | text - no max length |
C | ship_to_phone_number | Phone number associated with the address where the sales order is being shipped. | false | 6337223400 | text - no max length |
D | ship_to_company_name | Company name of the address where the sales order is being shipped. | false | Pulpo | text - no max length |
E | ship_to_email_address | Email address of the address where the sales order is being shipped. | false | text - no max length | |
F | ship_to_city | City of the address where the sales order is being shipped. | true if client_code not included | Hamburg | text - no max length |
G | ship_to_country | Country of the address where the sales order is being shipped. | true if client_code not included | Germany | text - no max length |
H | ship_to_house_number | House number of the address where the sales order is being shipped. | false | 59-61 | text - no max length |
I | ship_to_state | State of the address where the sales order is being shipped. | false | Hamburg | text - no max length |
J | ship_to_street | Street of the address where the sales order is being shipped. | true | Willy-Brandt-Straße | text - no max length |
K | ship_to_zip | Zip code of the address where the sales order is being shipped. | false | 20095 | text - no max length |
L | priority | These numbers represents the level of priority for the orders. As greater the number, less priority to be picked (1 top priority) | false | 1 | integer - 1, 2, 3 or 4 |
M | notes | Notes for a purchase order. It is a free text. | false | This is a note | text - no max length |
N | criterium | Criterium of the sales order | false | Criterium A | text - max length 255 |
O | channel | Sales channel | false | Channel A | text - max length 255 |
P | delivery_date | Date in format YYYY-MM-DD | true | 2019-12-31 | Text with date in format YYYY-MM-DD |
Q | sku | Product SKU | true | 3775 | text - max length 255 |
R | quantity | Requested quantity | true | 10 | integer - number greater than 0 |
S | customer_name | “name” of the customer, use this field just if you want to create a customer | true if client code empty | Pepito | text - max length 255 |
T | identifier_number | “identifier_number” of the customer, use this field just if you want to create a customer | true if client code empty | 111111111 | text - max length 255 |
U | identifier_type | “identifier_type” of the customer, use this field just if you want to create a customer | true if client code empty | CC | text - max length 255 |
V | “email” of the customer, use this field just if you want to create a customer | true if client code empty | text - max length 255 | ||
W | shipping_method | Shipping method name | true if included | Shipping method name | text - max length 255 |
X | split_kit | Splits kit products in components | fales | true | boolean |
Y | attributes | Attributes of the sales order separated by comma | false | name1:value1,name2:value2 | List of (text:text) separated by comma - no max length |
Z | measure_unit | Measure unit to add product’s quantity. By default, single quantity is taken.* | false | box | text - max length 255 |
*If weight is entered, the quantity will be divided by the product’s weight to calculate the sales item quantity. If the measure unit of the product is entered, the sales item quantity will be calculated by units_per_sales_package * quantity entered.