Use the Import Sales Orders template to create Parked Sales Quotes in bulk.
Import Sales Order field name* denotes mandatory fields. | Description |
*Order Number | The unique transaction reference for the Sales Quote, including required prefixes. |
*Customer Code | The unique code for the customer being quoted, as provided in their customer record. |
Tax Code | The unique tax code for the tax rate that is being used, as written in Settings > System > Taxes. |
Tax Rate | The tax rate that will apply to the Sales Order, provided as a decimal value, e.g, 20% tax rate will be entered as 0.2. |
Exchange Rate | Enter the exchange rate that will apply to the Sales Order if the customer's currency differs from your base account. Leave the Exchange Rate blank to apply your account's Currency Rate. |
Customer Reference | The customer's reference for the Sales Order. |
Comments | Additional comments related to the specified Sales Order. |
Order Date (DD/MM/YYYY or MM/DD/YYYY) | The date of the Sales Order, in the format DD/MM/YYYY or MM/DD/YYYY, depending on your Company settings. |
Required Date (DD/MM/YYYY or MM/DD/YYYY) | The date of the Sales Order is required for delivery, in the format DD/MM/YYYY or MM/DD/YYYY, depending on your Company settings. |
Warehouse Code | The code of the warehouse where the ordered stock would be dispatched. |
Delivery Contact | Name of the customer contact for the Sales Order. The Delivery Contact must be entered in the format [First Name] [Last Name]:[Email], as provided in the customer's Contacts tab. |
Delivery Name | The name of the delivery address for the Sales Order. The Delivery Name must match the Address Name in the customer's Delivery tab to populate an existing address. |
Delivery Street Address | Delivery street address line 1. |
Delivery Street Address 2 | Delivery street address line 2. |
Delivery Suburb | Delivery suburb. |
Delivery City | Delivery city. |
Delivery Region | Delivery region. |
Delivery Post Code | Delivery post code. |
Delivery Country | Delivery Country. Enter the country's unabbreviated name to ensure it's validated in the Sales Order. |
Discount (%) | Enter a percentage value to apply as a discount to all Orders Lines, unless the customer has customer pricing set for the product. |
Sales Order Group | The name of the sales order group for the specified sales order. |
Sales Person Email | The email address of the sales person assigned to the Sales Order. |
*Line Number | The incremental sequential number for each Order Line of the Sales Order. |
*Product Code | The product's unique product code. |
*Order Quantity | The number of units being ordered for the product. |
Line Discount (%) | The percentage value to be discounted from the product's price. |
Unit Price | The per unit price for the Order Line, which will override any existing pricing structure. Leave the Unit Price field blank to apply any Customer Pricing, Quantity Pricing, Sell Price Tier, or default sales prices set in the customer or product. |
Line Comments | Any additional comments related to the specified sales quote at the line level. |