If buyers submit an order using the Excel - Order Sheet in their Buyer Portal, you can import it directly into Zedonk using the Selection Order Import. Use this feature if you sent the Excel order sheet to your buyers through the Buyer Portal.
If your buyers have downloaded their Excel - Order Sheet from an email attached to a Linesheet you would upload this using the Linesheet Order Import instead. For guidance on this, see Digital Showroom - Linesheets - Linesheet Order Import.
Note: To use the Selection Order Import ensure you attach the Excel - Order Sheet to the Selection when emailing the portal link from Zedonk to the buyer.
For more Information: see Digital Showroom - How To - Include Excel Order Sheet
Tip: The order sheet can be downloaded from the 'Downloads' section of the Buyers portal.
How Import a Sales Order using the Selection Order Import
Important: Each selection (Order Sheet) includes a unique Internal Doc ID. Don't remove or change this ID, as it's required for a successful import.
Buyers only need to add the quantities to their Order Sheet. Please ensure no other data is changed in for it to import successfully.
Click Import from the Selections List View
Step 1 : Select File
Upload your "Excel - Order Sheet":
- Drag and drop your file, or click Browse to select it from your computer.
- Click Next to continue.
Notes
- This import tool allows you to create a Sales Order from the "Excel - Order Sheet"
- The supported file types are .xlsx, .xls, and .xlsm.
- It must contain the original Internal Doc ID on the file.
- Click Next to load and validate your file before submission.
Step 2: Review and Submit
Your Excel - Order Sheet will populate on the Review and Submit screen. Complete the following details before submitting:
- Store Address: Select the store address.
- Delivery Address: Select the delivery address.
- Customer Reference: Pulls through automatically from the Customer Record, but you can edit it directly on Order template.
- Order Reference: Enter an order reference, such as the customer's PO number (if applicable).
- Buyer Name: Enter the buyer's name.
- Approved: Tick the checkbox to import the order as approved, or deselect it to leave it unapproved.
- Submit: Click Submit to process your order.
Warning: The warning triangle indicates that one or more products in your order are below their Minimum Order Quantity or Minimum Order Value.
You can still submit your order if products are below these minimums..
Import
After clicking Submit, an Import Successful pop-up will appear confirming the file has been imported at that a Sales Order has been created.
Tip: Click the SO Number to open your order in a new tab.