How to create multiple Receive orders using a CSV?

When it is necessary to generate multiple orders in different warehouses or for various accounts, the information can be imported using a .CSV format file.

Topics covered in this article:

• Importing multiple orders by warehouses and accounts.
• Importing multiple orders by warehouse, account, and for different shipping documents.

Importing multiple orders by warehouses and accounts

Essential criteria:

• The user must have access to the account and warehouse where the inventory will be received.
• The user must have the permission to create Receive orders enabled.
• The user must have the specific permission Import from CSV enabled in the Receive orders section.

Steps to perform:

1. From the main menu, go to the Receive Orders.
2. Click the Import item lines from CSV button.
3. Click the Download the template tab and click on here [CSV template] to download the template you will work with.
   
4. Open the downloaded CSV file and for each required part number, enter the mandatory information with which they will be received.
   • Consider that if there are mandatory custom fields, their data will also be required to import the CSV correctly.
5. You also have the possibility to enter optional data.
6. Save the changes made in the CSV file.
7. Return to the system and click the Import CSV tab.
8. Click the button.
9. Find and select the file you previously saved on your computer.
10. Click the Send file button.
11. When the information from the CSV is successfully imported, the list of Receive orders will be updated with the provided data, keeping the orders in Open status. In the following image, a CSV with the information of three orders was attached, each with its respective accounts and warehouses.                                                                                                            
12. In case the CSV information is not valid, the system will provide feedback so you can correct it and import it again. Supplementary article on How to identify errors when importing a CSV?

Importing multiple orders by warehouse, account, and for different shipping documents.

There are times when it is necessary to generate multiple orders and link each Receive order with the original shipping document number provided by the client. This facilitates more precise traceability based on the documentation initially received from the client.

 

To carry out this separation of orders by document effectively, let's consider the following example: you want to generate 3 Receive orders in the Guadalajara warehouse for your client CJT. One Receive order will be associated with the inventory specified in the shipping document CJT-40000, another order for the document CJT-40010, and the third order for the document CJT-40020. Each shipping document contains inventory of two different part numbers.

Steps to perform:

1. The filling of the CSV file will follow the same criteria and steps explained in the section Importing multiple orders by warehouses and accounts.
2. The variation to consider is in the "Packing_list" column, where you will need to indicate the shipping document number.
3. Following the example, the CSV file would be completed as follows:Note: in the image, several columns have been hidden for specific illustration purposes. It is not necessary to indicate columns C and E.
4. When the file is successfully imported, the new Receive orders will be loaded into the order list. Example:
   

Other articles of interest:

• Management of a Receive order
• How to add inventory to a Receive order using a CSV?
• How to identify errors when importing a CSV?