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Sale Orders in Bulk: Import

Sale Orders in Bulk

Uniware offers a functionality enabling the bulk creation of sale orders via import, facilitating sellers in efficiently generating large quantities of orders.

Applicability

Version: Standard, Professional and Enterprise
Traceability: None, SKU, ITEM

Procedure 1

Path: Main Menu (Tools) > Import > Select import as “Sale Orders”

1- To use, select CREATE NEW in the Import Options.

2- Download the CSV format and fill in the details.

The description is provided below:

Field Name (M: Mandatory)

Description/Notes

Sales Order Code (M)

Sale order code.

Display Sales Order Code

Sale order code to be displayed on invoice and label (Optional with Sale Order Code).

Notification Email

Email to get the order status notifications.

Notification Mobile

Mobile No. to get the order status notifications.

COD (M)

TRUE (1): for cash on delivery orders (COD).
Else False (0) For Prepaid as Default.

Channel

Channel code for associated order.

Shipping Address Id

  • Address ID of existing customer.

  • If address ID is not available enter the complete address details in shipping address fields.

Shipping Address Name

Name of  contact person.

Shipping Address Line 1

Precise address of shipping unit.

Shipping Address Line 2

Additional address information.

Shipping Address City

Country of presence of shipping unit.

Shipping Address State

State name of the Shipping Address.

Shipping Address Country

City name of the Shipping Address.

Shipping Address Pincode

Pincode of the Shipping Address.

Shipping Address Phone

Customer Contact number (Landline or Mobile).

Billing Address Id

  • Address ID of existing customer.

  • If address ID is not available enter the complete address details in billing address fields.

Billing Address Name

Name of contact person.

Billing Address Line 1

Precise address of billing unit.

Billing Address Line 2

Additional address information.

Billing Address City

Country of presence of billing unit.

Billing Address State

State name of the Billing Address

Billing Address Country

City name of the Billing Address

Billing Address Pincode

Pincode of the Billing Address Area.

Billing Address Phone

CX Contact number (Landline or Mobile).

Combination Identifier

–

Combination Description

–

Sale Order Item Code (M)

Unique item code for each ordered item, defined by the system.

Shipping Method (M)

“STD” for standard delivery method.

Item SKU Code (M)

The item SKU code of uniware.

Channel Product Id

Channel Product Id

Item Name

Item name of SKU to show in invoice and label.

Requires Customization

TRUE (1): If customization is required.
Else False (0) as Default

Gift Wrap

TRUE (1): If gift wrapping is to be done.
Else False (0) as Default

Gift Message

Enter message for the receiver (Text).

Selling Price (M)

Selling price of the item.

Discount

  • Discount on selling price.

  • Value should me in same as currency selected.

Shipping Charges

Charges for shipping.

Shipping Method Charges

Other charges based on method of payment (COD or Prepaid).

COD Service Charges

Service charge for COD orders.

Gift Wrap Charges

Charges for gift wrapping.

Voucher Code

Voucher code applied on the order.

Voucher Value

Voucher value applied on the order.

Store Credit

Wallet money available in the customer account.

Packet Number

–

On Hold

True (1): To marks items on hold ,
Else False (0) as Default

Order Date

Date of order creation as dd/mm/yyyy hh:MM:ss

Shipping Provider

Shipping provider name.

Tracking Number

Shipment tracking number.

Quantity

Quantity ordered.

Quantity In Combo

Bundle quantity of SKU.

Prepaid Amount

Amount paid while creating order.

Customer Code

  • Unique code for the customer (as in Uniware).

  • This will auto-fill other Customer Details.

Currency Code

Code of the Currency in which seller wants to create orders.

Customer GSTIN

  • GST Number of the customer.

  • Applicable for B2B orders only.

Order Total Shipping Charges

Shipping Charges on total order value.

Fulfillment Tat

Expected fulfillment time for the order (in hours).

Shipping Package Type Code

Shipping Package Type that is created in uniware.

Force Allocate

–

MRP

Maximum Retail Price of the order item.

3– Save the sheet in default CSV format then Select the option “Choose File” and upload the sheet and press the “Upload File” button.

 

4– Once the upload has been successful, you can view the results of the uploaded sheet. The user can view the success message in the import section at the right of the screen.
Whenever there is an issue with uploaded data, you can check them from View import and repeat the task as necessary.

 

Procedure 2

Seller can also import the same file from the below method:

1- Navigate to the below path:

UI Navigation :Order > Orders > {Click on ‘Import‘ icon on top right corner}

2- To proceed, simply download the Sale Orders.csv template displayed below, complete the necessary fields, and then upload the same file in Uniware by selecting “Choose File” Once done, you’re all set to proceed.

 

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