The option to import numerous line items into a Sales Order, which can then be converted to invoices at the click of a button would enable quicker generation of orders while eliminating the laborious task of manual creations.
TradeGecko enables you to use the Sales Order importer to quickly add line items to a Sales Order.
To do so:
Open a New Sales Order and click on 'Import via CSV' located on the top right of the window.
An importer pop-up will open up:
Next, create a simple CSV file that contains the details of the order information that you need to import following the given example above.
Open Excel or any other spreadsheet software and create two primary columns:
- SKU
- Quantity
Enter the appropriate SKUs and Quantity values under these columns and save it.
Now, you are ready to upload the file to TradeGecko. Go back to your browser and add the file to the importer.
Click on the Import button, and your data will appear on the order sheets.
Fill in the rest of the details on the order, and start selling, quickly!
Message to Customer is your notes that will appear on the documents you send to your customer.
