The process is very easy, provided you know how to populate the order CSV file. A copy is shown below.
Line# – Each line in your order needs to be numbered. This field also acts as the break field for a new order. In the example above, this will create a 5 line order to Canon and a 3 line order to Adobe.
Division – Enter the name of the Division exactly as it is in Zahara.
AcctCode – This is the supplier/vendor reference field in your supplier record – not the supplier name.
Date Required – Populate this in the same format as your Business Settings ie Euro, US or ISO.
Currency – The import popup box will show you the currency codes if you aren’t sure. GBP/USD/EUR are the common ones.
QTY – Line item quantity.
Product Code – Any product code.
Description – Line item description.
Price – Unit price.
Discount – Any percentage discount without the % sign i.e, just 20 for 20% discount.
TaxRate – Just the tax % rate without the % sign.
Nominal Code – Just the code – not the description.
Project Code – Just the code – not the name or description.
Cost Code – Just the code – not the description.
Second Ref – Optional.
Once your order CSV file looks like the one above, try importing it. You will get feedback if there are any errors. If successful, the orders will be created in draft mode. You can, therefore, edit them before fine-tuning and sending off for approval. The default delivery address under your business settings will be applied as the delivery address.