\nCustomer \/ Vendor: <\/strong> Which Customer\/Vendor the order is assigned to. If the customer\/vendor is new, the import will add it as a new record in inFlow.
\nOrderDate:<\/strong> This is the date the order was created. If you want to specify other dates, you can also import an InvoicedDate<\/em> and a DatePaid<\/em> in additional columns.
\nItemName<\/strong>: If the item is new, the import will add it as a new product.
\nItemQuantity<\/strong>: inFlow requires this field otherwise the import won’t work.<\/p>\n\n
For orders with several items, you’ll need to repeat order details on every line. This tells inFlow On-Premise that each new item is a part of the same order. There is an example of how this looks for a purchase order import below (ItemSubtotal<\/em> and ItemUnitPrice<\/em> is not mandatory but included in the screenshot): If you’ve already added your product prices, inFlow will use the default pricing scheme for that product on your order. If you have not, then your import will assume $0. To avoid this, you may need another column for “ItemUnitPrice”, as in the above screenshot.<\/p>\n To use pre-set prices other than your default scheme, create a Pricing\/Currency <\/strong>column and specify it in your file (Eg. a column called “Pricing\/Currency” that says “Wholesale” on every line).<\/p>\n\n When importing sales or purchase orders, you have the option to select whether you want to import them as “Open” (unfulfilled and unpaid), or “Complete” (fulfilled and paid for).<\/p>\n The system will also look at the amount your customer paid to determine the order’s status. The\u00a0AmountPaid<\/strong>\u00a0<\/em>field\u00a0is how much money you’ve received so it could be different than your order total. For example, if your customer has only given a deposit on their order. The order total is the ItemUnitPrice * ItemQuantity plus any taxes \/ shipping applied, and cannot be imported.<\/p>\n If you import as “Complete” without an AmountPaid <\/strong>field in your file, the status of your order will end up as “Fulfilled, Uninvoiced.”<\/p>\n There are other fields you can import like billing\/shipping addresses and tax information.<\/p>\n We recommend setting up your taxing scheme<\/a> first and include a column stating which taxing scheme to use, instead of separate columns for the actual tax rates.<\/p>\n\n For selling (or purchasing) several serialized products on the same order you can include all the details on the same line. In the ItemSerials<\/strong> column of the order import file, simply hit the ALT + ENTER keys together to go to the next line within the same cell. Here’s an example of a purchase order import file for a serialized product:<\/p>\n\n Before you import, make sure your file is saved as a CSV. To do so:<\/p>\n You can check out the\u00a0sample purchase order file<\/a> and\u00a0sample sales order file<\/a> if you’re still not sure. If you’re ready to import, see how to import data from your new file into inFlow<\/a>.<\/p>\n\n","protected":false},"excerpt":{"rendered":" First, you’ll need a spreadsheet containing all your details. The file will need the following columns: OrderNumber:\u00a0An order number to distinguish it from other orders in the system \/ file. Customer \/ Vendor: Which Customer\/Vendor the order is assigned to. If the customer\/vendor is new, the import will add it as a new record in […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_et_pb_use_builder":"","_et_pb_old_content":""},"categories":[20,27],"tags":[46,49],"_links":{"self":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3157"}],"collection":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/comments?post=3157"}],"version-history":[{"count":14,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3157\/revisions"}],"predecessor-version":[{"id":26613,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/posts\/3157\/revisions\/26613"}],"wp:attachment":[{"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/media?parent=3157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/categories?post=3157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onpremise.inflowinventory.com\/support\/wp-json\/wp\/v2\/tags?post=3157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n![\"64732010_1\"](\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2015\/03\/64732010_1.png\")
<\/div><\/p>\n\n\nPrices in imported orders<\/h2>\n
Open\/Completed Orders<\/h2>\n
<\/h2>\n
Other non-mandatory fields<\/h2>\n
Serialized products<\/strong><\/h2>\n
![\"\"](\"https:\/\/onpremise.inflowinventory.com\/support\/wp-content\/uploads\/sites\/4\/2015\/03\/64732010_2.png\")
<\/div><\/p>\n\nSaving as .csv file<\/h2>\n
\n