How to import sales orders in Rackbeat

See this guide on how to manually create sales orders:
How to create a sales order
Guide to general import setup in Rackbeat:
Importing in Rackbeat

Table of Contents

• Creating new orders via import

• What can be added via import?
• Import order lines

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Creating new Orders via import

Importing orders will require two steps:
Import of the order
Import of order lines.

First we need to import the order:

1. Click on the “Sales” tab → “Orders”.

2. Click “Import / Export” and select “Import”.

3. Click “Select File”, or drag and drop.

4. Select the CSV file from your computer. Click “Open” and then “Load File”.

5. Before loading the file, you need to match the columns in the popup with those in your CSV file. See this guide for help with that.

6. Finish by clicking “Import”, and your orders will be loaded.

To create new purchase orders via import, the following information is required:

• Order Number
  

• Customer Number

If these required columns are not filled, the import will fail.
My import failed - what do I do?

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What can be added via import?

You can add the following order data via import:

• Order Number: The order number. It is important that this number has not been used previously in Rackbeat.

• Customer Number: The customers unique number.

• Delivery Date: Expected date of delivery in the format dd-mm-yy.

• Order Date: Day of receiving the order in the format dd-mm-yy.
  
• Our reference: Name of reference used. 
• Attention: Name of reference used.  
• Other reference: Reference to be used in the "other references" field. 
• Their reference: Name of recipients reference used.  
• Heading: Your heading. 
• Currency: Currency to be used, write in currency code like "DKK" or "EUR".
• Note: Note for the order, to be shown on the confirmation.
• Billing name: Name linked to the payment adresse. 
• Billing country: Country of the payment adresse.
• Billing city: City of the payment adresse. 
• Billing street: Payment adresse.
  
• Billing street 2: Secondary payment adresse.

• Billing zip code: Zip code of the payment adresse city
• Billing e-mail: Email of the contact linked to payment adresse.
• Billing Phone: Phone number linked to payment adresse. 
• Delivery name: Name of recipient. 
  
• Delivery street 1: Adresse of delivery.
• Delivery street 2: Secondary adresse of delivery. 
• Delivery zip code: Zip code for city of delivery. 
• Delivery country: Country of delivery. 
• Delivery city: City of delivery.
• Delivery e-mail: Email of recipient of delivery. 
  
  
  

When you have created or imported your purchase orders, you can import purchase order lines. Fill out the following columns in your file:

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Import order lines

• Order Number: The purchase order number in Rackbeat.
• Line Number: The sequence number for the line’s position.
• Product Number: Here you enter the item number of the product.
• Quantity: The quantity of the specific product.

Include as many additional heading fields as possible, and fill these out, to minimize error risk in the import and additonal work after.

If there are any fields you do not wish to use, you can remove them from your file either by deleting the entire column or by leaving the fields empty.

You can also fill out the following additional fields:

• Name: Item name - if the field is empty, the line will be imported without a name.
• Unit price: Sales price - if the field is empty, the line will be imported without a price. 
• Discount(%): Here you can specify the discount applied to the product, on this order.
• Unit: The unit shown on the line. See your units options here: Units

When you have completed your file, save it as a CSV UTF-8. Once your file is ready, simply click “Import” to start your import to Rackbeat.