The Simplified Sales Order import allows users to batch import Sales Orders using a shorter Excel template.
This is useful when users only need to import basic Sales Order information without entering the full billing, tax, freight, discount, and payment details.
Use this template when the customer and item records already exist in C2W Inventory and users want a faster way to create Sales Orders from Excel.
Open the Import Data Screen
Fill in the Excel Template
Enter the Sales Order information into the simplified template.
- The yellow highlighted columns are mandatory.
For the Simplified Sales Order template, required fields include:
- CustomerName
- ItemNo
- Qty
- UnitPrice
Template Fields
Enter the customer information into the template.
Vendor and Shipping Information
- Vendor Number
- PO Number
- NameS
- PhoneS
- Address1S
- Address2S
- CityS
- StateS
- ZipS
- CountryS
- Currency
Item Information
- Item No
- Qty
- Unit Cost
- Description
- List Item
Important Notes
- CustomerName should match an existing customer in C2W Inventory.
- ItemNo should match an existing item in C2W Inventory.
- Use the same SONumber for multiple rows that belong to the same Sales Order.
- Qty and UnitPrice should be entered correctly.
- If SONumber is left blank, the system may create a new Sales Order number automatically, depending on the import setup.
- Save and close the Excel file before uploading.
Save and Upload the Template
Verify Imported Sales Orders
After importing, users can verify the imported Sales Orders from:
Sales > Manage Sales Orders
Users can search by Sales Order Number, Customer, or Customer PO Number if included.
Best Practice
Before importing, check that:
- CustomerName matches an existing customer
- Item numbers match existing items
- SONumber is consistent for multi-line orders
- Quantities are correct
- UnitCost is correct if used
- Shipping information is accurate if included
- Currency is correct
- ExpectedDate is correct if used
- The Excel file is saved and closed before uploading
This helps prevent import errors and keeps Sales Order records accurate.