Import wholesale orders

In this article, we'll discuss preparing, uploading and saving orders.

There are two2 ways to get your orders into ShipCompliant in bulk: Automatically from your fulfillment house via web services, or manually importing them into ShipCompliant. This article is about how to manually import wholesale orders in bulk. Also, we will answer common questions that users may have. For example, know that:

Successful orders are imported automatically.
Failures are quickly resolvable with ShipCompliant's concise error report.
You can re-import any failed orders after resolving issues like missing products.

In ShipCompliant, go to Orders, then click Enter Wholesale Orders.
Click Download Order Import Templates.
Using your order data (for example, from an order management system), add all available order information to the order import template.
Use the Example and Descriptions sheets within the import template as a guide.
Save your file import, and rename it to describe the orders included.
In ShipCompliant, go to Orders, then click Enter Wholesale Orders.
Click Choose File.
Select your saved file import (.xls) to upload.
Set the Spreadsheet Mapping to ShipCompliant.
Choose compliance check and saving options.
- Check for Compliance performs a compliance check, but does not save the import once the compliance check is complete.
- Save Order (Do NOT Check for Compliance) is typically used for historical orders that have already shipped.
- Check for Compliance and Save Order (if Compliant) is a popular option. If there are any non-compliant orders, you will have another chance to decide if you want to save these, or only save the compliant orders.
- Overwrite existing sales orders : Check this box if you want to overwrite existing orders that have the same sales order key (invoice number) as any orders in the file you are importing.
  CAUTION:
  If you use this option, any matching sales orders are 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.
Choose your shipping date.
- Do Not Set Ship Date is the default.
- Use Today's Date or Specify Date: Choosing these will override any ship date specified in your order file unless you also click the checkbox next to Use above ship date only when NOT specified in the order file.
Tag shipments if you use them.
Tagging orders is useful when searching or filtering orders in Advanced Search. You can only enter one tag. Don't include any commas (,), colons (:), single quotes ('), or quotation marks (").
Click Continue.

After completing the file import, you will be automatically directed to the Pending Order Imports screen.

Pending order imports will go through distributor validation, product validation, and compliance checks if you selected either Check for Compliance option under Import Details.

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Import wholesale orders

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