Import a sale from a spreadsheet

When an order arrives as a list, from a customer's email or another system, you can turn the list into a sale without typing each line. By the end you will have imported one sale from a CSV file of product codes and quantities.

Prepare the file

The file is a CSV with two columns, separated by semicolons (;), and a header line:

productcode;qty
DEMO-GRO-023;10
DEMO-GRO-005;6

• productcode is each product's code, as in Products › All Products.
• qty is how many.
• Download example on the page gives you a file in this shape.

One file makes one sale.

Import it

1. Open Sales › Import Sales.
2. Fill the sale's details. Date, Customer and Warehouse are required, and Status starts on completed. Sales Agent, Order Tax, Discount, Shipping and Note are optional.
3. Add the file. Click the CSV IMPORT box or drop the file on it. Only .csv files are taken.
4. Check the preview. Each line shows the code, the product's name, the quantity, its price and subtotal, with the total below. Remove takes the file away to choose another.
5. Click Submit. You land on All Sales, with the new sale at the top.

The prices are each product's own selling price. The sale is saved unpaid: take the money with Create Payment in its menu (see Take payments and print receipts).

What's next

The sales list.