Learn how to use advanced direct-to-consumer order import options for bulk imports.

1. In ShipCompliant, go to Orders, then click Enter Direct Orders.
2. Under Import New Order File, click Advanced Options to expand the advanced options selections.
   • Tag orders: Tagging orders is useful when searching or filtering orders in Advanced Search. For example, tag club orders or special promotion orders with their name. Enter your preferred tag into the provided field. You can only enter one tag. Do not include any commas (,), colons (:), single quotes ('), or quotation marks (").
   • Allow negative line items: Select the checkbox next to Allow Negative Line Items. This is commonly used when entering customer refunds.
   • Set a ship date for your orders: You can choose to set a single ship date for all the orders you're importing under Save Order Options. The default, Do Not Set Ship Date, tells the system to use the ship date specified in your import file. Choose from Use Today's Date or Specify Date to overwrite the ship date set in the import file. Choosing these options overwrites any ship date specified in your order file unless you also select the checkbox next to Use above ship date only when NOT specified in the order file.
   • Overwrite existing Sales Orders: Select this box to overwrite existing sales orders that have the same sales order key (invoice number) as any orders in the file you are importing. If you use this option, any matching sales orders will be voided immediately after you continue to the next step, regardless of whether you choose to commit the new orders at the end of the import process. Click the dropdown field to see options for each of the following overwrite order values:

     Fulfillment Location

     The listed fulfillment locations are the ones you have specified in Fulfillment Settings.

     Fulfillment Type

     Choose from Club (seasonal shipments to your club members) or Daily (for example, orders placed over the internet). Choosing either does not affect compliance.

     Sale Type

     The order's sale type determines which rules are used for compliance checks.

     License Relationship

     This selection determines which rules are used for compliance checks.

     Shipment Status

     Choose from In Process, Payment Accepted, Sent to Fulfillment, Shipped, and Delivered.

     Shipping Service

     Shipping services are sometimes specified on state reports.