How to create multiple shipping orders using a CSV?

When generating multiple orders across different warehouses or accounts, you can import data using a CSV file.

Topics covered:

• Importing Multiple Orders by Warehouse and Account
• Importing Multiple Orders by Warehouse, Account, and Purchase Order

Importing Multiple Orders by Warehouse and Account

Key Requirements:

• User must have access to the source account and warehouse.
• User must have "Create Shipping Orders" permission enabled.
• User must have the Import from CSV permission enabled under shipping orders.

Steps:

1. From the main menu, navigate to Shipping Orders.
2. Click the Import shipping orders CSV button.
   
3. Go to the Download Template tab and click here [CSV Template].
   
4. Open the CSV and enter mandatory data for each required part number:
   • For detailed CSV guidelines, see this article.
5. Save your CSV file.
6. Return to the system and select the Import CSV tab.
7. Click .
8. Locate and select your saved CSV file.
9. Click Send File.
10. Upon successful import, orders will appear in Open status. Example CSV with two orders:
11. For invalid CSV data, the system will provide feedback. See: How to Identify CSV Import Errors

Importing Multiple Orders by Warehouse, Account, and Purchase Order

Sometimes you need to create multiple shipping orders linked to client purchase orders for precise traceability.

 

Example: Generate 2 shipping orders in Guadalajara warehouse for client C2. Link one to PO 2532 and another to 2533. Both can reference the same part number with different quantities.

 

Steps:

1. Follow the same CSV preparation steps from Importing Multiple Orders by Warehouse and Account.
2. Add purchase order numbers in the Purchase_order column.
3. Example CSV structure:
4. Successful import result:
   

Related Articles:

• Shipping order management
• How to register inventory for a shipping order using a CSV file?
• How to Identify CSV Import Errors
• Reference for the CSV data of a shipping order inventory