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Fill in all necessary cells in the template Excel sheet. Each order is to be filled in, in a separate line.
Same as when creating orders with “Add new order”, some fields are mandatory.
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Note: all fields in the Excel sheet must be filled in with cell type "Text" (fig 1) |
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Next, select To import the orders:
Select the required workflow template for the orders
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you are about to create (fig 2).
If a customer-specific workflow template is required, it will only be available after selecting
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the customer (fig 1).
Upload the Excel sheet (fig 3).
After uploading the Excel sheet, the import lines will be displayed (fig 4).If all fields are correctly entered, the Validation information icon will be green (fig 5).
To create orders with multiple target languages, use a language separator same as appears in the “Language separator” field (fig 6).
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Note: if all orders are to be created with the same Customer, Template, or Resource in charge you can enter these values in the upper bar (fig 1-3), and leave them blank in the Excel sheet. All fields entered in the upper bar will overwrite data entered in the Excel sheet. |
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The “Validation information” icon will be orange and when hovering over it, the invalid and or missing fields will be listed.
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To create orders using only some of the products in the workflow template (product selection), click the green arrow button of the required product to disable the product. The disabled product will not be added to the order.
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Finally, the pricing validation page.
After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.
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