You can use an Excel file to import multiple Orders into Autodesk Prodsmart.
This feature is extremely useful because it allows you to use the functionalities of a spreadsheet to quickly fill the file with hundreds of Products/Sales Orders - saving you time.
To import several Sales Orders into Autodesk Prodsmart at once, follow the steps below.
1. On the left menu, click in ‘Sales Orders’
2. Click in ‘Import Sales Orders’
3. You can choose to import or to download a file template in case you are not sure which columns to include. In case you choose to download the file template, in the right side of the page, you will find an option to download it. After choosing the most convenient format, an excel/csv file with the correct headers will be exported into your computer.
The file should be previously prepared as follows:
Sales Order Code (Column A): reference that identifies the Sales Order.
Product Code (D): code of the ordered product.
Quantity (F): amount of ordered products.
Client (B): Client Code. You can check this on the menu on the left, under the tab ‘Clients’.
Creation Date (C): Day and hour when the Sales Order was created. If you don't define a Creation Date, the current time and date will be used.
Depending on your User ‘locale’, creation date format varies. It is possible to verify the date format of your company in the creation page of a sales order. If you need help on how to access this page please select here.
Parameters (E): variable parameters of the products to be sold. They must be added in format ‘parameter1:value1,parameter2:value2’.
Price (G): the product selling price.
Due Date (H): the due date of the ‘Sales Order’. Must be filled with the same format as the one used in the Creation Date column (Column C).
Product Observations (I): observations/notes to add to the products in the ‘Sales Order’.
Delivery Address (J): the address in which the sales order will be delivered.
Custom Fields (K): custom fields that sales order may require; these can consist of a Sales order attribute that is constant and it must be added in format ‘customfieldname1:value1,customfieldname2:value2’.
Shipping Code (L): the shipping code that will be associated to the identified product in column D. Note that in the same sales order can exist more than one shipping code and one shipping code can be associated to multiple products.
Requested Date (M): the date requested by the client. Must be filled with the same format as the one used in the Creation Date column (Column C).
Sales Orders Observations (N): observations/notes to add to the the Sales Orders.
1. Consider formatting the columns in text before you begin filling;
2. Do not use formulas in cells;
3. Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.
4. The import only accepts 1001 lines at the time, if you have more than 1001 lines you will have to separate them into several imports.
4. Choose the excel/csv file to import and click in ‘Start to send’.
5. Read carefully the warnings that may appear:
Yellow warnings - there is an issue with the selected line of the file you imported; however, the system will adapt it and import the file anyway. You must recheck what might have been changed and if you agree with it.
Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore a line and import the rest of the file, by clicking in ‘Ignore line’.
6. Click on the ‘Confirm’ button and your 'Sales Orders’ have been uploaded!
Need help? Request a Prodsmart expert to contact you here.