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Table of Contents

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To create an order using only some of the products in the workflow template (product selection), click the green arrow button in the “Select specific products from template” button (fig 2).

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Note

Note: all fields in the Excel sheet must be filled in with cell type "Text" (fig 1)

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Next, select the required workflow template for the orders you’re about to create (fig 2).

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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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Info

Note: if all orders are to be created with the same Customer, Template, or Resource in charge you can enter

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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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When mandatory fields are missing or if any field is invalid, the order cannot be imported.

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To create orders using only some of the products in the workflow template, click the green arrow button in the “Select specific products from template” button to disable the product

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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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