To import orders select the Import Orders menu option (under File->Import and Export) or click on the Import Orders button (
) See Order Import Information on how to retrieve the orders from the websites.
Orders are imported into One Stop Order Processing using the exported orders
file from the relevant internet site (e.g. ebay.co.uk).
To import orders select the Import Orders menu option (under File->Import
and Export) or click on the Import Orders button (
)
See Order Import Information on how to
retrieve the orders from the websites.
You are shown the various import types. If you select the relevant type and
either click on Edit or double click on the line you are shown the Order
Import Information options. This allows you to enter the name of the file
containing the order information. You can also tick the Prompt for filename
on each import option on the options page for each order type (except Actinic).
You can also tick the option Only show ticked order types to import,
to only show the order types that you are interested in.
Each import type shows you the last time and date when orders were imported
and the number of orders.
For Ebay, RomanCart, Amazon SellerCentral, CubeCart or OSOP custom import an Additional Import Options dialog appears.
Import options
Overwrite orders with same order number
If you want to overwrite any changes that you have made in One Order Processing
(for example, the order details have been updated in Ebay) you should tick this
option. If you want to do most of the order processing in One Stop Order Processing
and want to import a single orders file that could contain previous orders (or
example, if you always create an Amazon orders report to include the last 30
days orders) you should untick the option.
If you use the are importing One Stop orders there is an additional Update
information in existing orders option. If you tick this option you can import
information into existing orders. This can be useful for adding order tracking
or other information from external systems. This feature can be used with all
orders type, not just OSOP orders (This feature can used for importing tracking
details for Amazon orders). See the Advanced Import section
for more details.
Backup existing orders before importing to
You can take a backup of the current orders file before any new orders are imported.
This can be used as a backup to restore the orders to a previous day's state.
The backed up orders filename is given the name
Backup{sitename}{Date and time}.zip. Where {sitename}
is the name of the current site being imported into and {Date
and time} is the current date and time.
Only include orders where payments have been received
With some websites (for example, Playtrade) orders can be included where they
are cancelled or haven't been paid for. You should tick this box if you only
to handle orders that have been paid for. However, you can use the filtering
options to only show (and process) paid orders.
Adjust orders to split VAT out
Using the default information provided by websites you can't normally issue
a VAT receipt. You can list orders on some websites (e.g. Ebay) that can (for
some orders) split the VAT out for you. Some other sites (e.g. Playtrade) don't
provide this facility. If you tick this option any orders that don't already
have their VAT taken out of the retail price have the VAT split out from the
order. This means that you can send out VAT invoices.
Default currency
If the currency can not be determined from the orders imported or you are
creating manual orders this is the currency used.
Use sequential invoice numbers
This can be used to have a consistent invoicing system across all of your selling
areas. This includes manually entered orders. This may also be a requirement
of the invoicing system required by your company's accounting. You can set the
starting invoice number and format. Each time an order is added the number is
increased by a fixed value. The default value is 1.
Products
Update Stock Levels
If you have imported your products into One Stop Order Processing and have turned
on Stock Control this will update the stock level when importing the relevant
order.
Automatically add new Products to:
If you decide to automatically add products you can assign them all to a group.
This can be used to filter or categorise your products.
Automatically add SKUs (if blank). Starting with:
If the products that you are importing does not have a SKU (e.g. Ebay orders)
you can assign a code to it. When the same product is downloaded later it will
be assigned the same SKU.
Other information
When you import the order information you can show additional information (tick
the Verbose information option) and copy any information to the clipboard
by clicking on the Copy processing information to clipboard.
Order Processing Tasks (to perform on newly imported orders)
After you have imported orders you can perform various tasks on the orders.
You need to click Select Orders then Click on the Close and Process Orders.
This will perform the tasks, if ticked, shown below.
Format Addresses
Ship Orders
Mark as Paid
Print Picking List
Print Packing List
Print Invoices
Advanced
Import
To import information into existing orders you only need to include the
Order ID and the required information (e.g. Delivery Instructions).
You can not include an order's item details (e.g. product codes), but you can
include all other order details (including Custom Entered values). An example
of a CSV is shown below. This can be edited in Microsoft Excel and exported
as a CSV file.
Order ID,Delivery Instructions,Custom:Entered val. 1
426-8234341-9441161,Leave with neighbour if out,JJ98324928
283-61188984-5408319,Leave with neighbour if out,TY342334
402-48239431-2828328,Leave with neighbour if out,KL123123
129-11112346-3745908,Leave with neighbour if out,DS823748
277-8758482-2751516,Leave with neighbour if out,RB819283