Bulk Order Import

When you have many orders to create at once, the bulk import feature saves time by allowing you to upload orders from a CSV or Excel file.

Getting Started

1. Navigate to Orders
2. Click the Import button
3. Download the template file
4. Fill in your orders
5. Upload and review

Template Format

The import template includes these columns:

| Column | Required | Description | |--------|----------|-------------| | customer_code | Yes | Customer identifier | | delivery_address | Yes | Full delivery address | | scheduled_date | Yes | Date for delivery (YYYY-MM-DD) | | time_window_start | No | Start of delivery window (HH:MM) | | time_window_end | No | End of delivery window (HH:MM) | | priority | No | normal, high, or urgent | | reference | No | Your order reference number | | notes | No | Delivery instructions |

Example Data

customer_code,delivery_address,scheduled_date,time_window_start,time_window_end,priority,reference,notes
CUST001,"123 Main St, Dublin",2024-01-15,09:00,12:00,normal,PO-12345,Leave at back door
CUST002,"456 Oak Ave, Cork",2024-01-15,14:00,17:00,high,PO-12346,Call on arrival

Adding Order Items

To include products with orders, use the items columns:

| Column | Description | |--------|-------------| | item_1_sku | Product SKU | | item_1_qty | Quantity | | item_2_sku | Second product SKU | | item_2_qty | Second product quantity |

You can add up to 10 items per order in the template.

Import Process

Step 1: Upload File

• Drag and drop or click to browse
• Supported formats: .csv, .xlsx
• Maximum 500 orders per import

Step 2: Map Columns

• EvoDax will auto-detect columns
• Adjust mappings if needed
• Ignore columns you don't need

Step 3: Review

• See a preview of orders to be created
• Errors are highlighted in red
• Warnings in yellow

Step 4: Import

• Click Import Orders
• Orders are created in DRAFT status
• Review and confirm each batch

Common Errors

"Customer not found"

The customer_code doesn't match any customer in your system.

• Check for typos
• Ensure customer exists
• Create missing customers first

"Invalid date format"

Use YYYY-MM-DD format (e.g., 2024-01-15)

"Address not recognized"

The address couldn't be geocoded.

• Check formatting
• Add missing city/postcode
• Use complete addresses

"Duplicate order"

An order with the same reference already exists.

• Use unique references
• Or remove the reference column

Tips for Success

1. Start small - Test with 5-10 orders first
2. Use consistent formatting - Keep addresses uniform
3. Pre-create customers - Ensure all customers exist
4. Check required fields - Don't leave required columns blank
5. Save templates - Create templates for regular import patterns

Scheduling Regular Imports

For recurring imports, consider:

• Standing Orders for regular scheduled deliveries
• API Integration for automated order creation
• EDI/XML feeds for enterprise integrations

Contact support for advanced integration options.