Orders from a CSV file¶
Enter Sales Orders and Enter Purchase Orders both have Import CSV…, which raises orders from a spreadsheet: a customer's order sent as a file, a standing replenishment, or orders exported from another system. It needs the same permission as entering the order by hand, and imported orders go to the approval queue like any other.
The file¶
One row per order line. Download template on the import panel gives you the layout.
| Column | Required | Notes |
|---|---|---|
reference |
Rows with the same reference are one order. Without this column, rows for the same party and date are one order. Kept on the order (the customer's PO number on a sales order). | |
customer or vendor |
yes | Code, else exact name. |
date |
The order date; today if blank. | |
memo, location, department, class, currency |
By name. Read from the first row of each order; later rows must not disagree. | |
item |
yes | SKU, else barcode, else exact name. |
quantity |
yes | |
rate |
Blank uses the customer's price (sales) or the purchase price (purchases), as on the screen. | |
discount_pct |
||
tax_code |
The code (SR, ZR, …) for the order's country. Blank uses the item's usual code. |
|
description |
The CSV layout used by NetSuite's import assistant (EXTERNAL ID, PO #, VENDOR, ITEM, UNIT PRICE, QTY ORDERED…) is read as it is, so a file you already prepare for NetSuite works unchanged.
Preview, then create¶
- Click Import CSV…, then Choose CSV file….
- The preview shows every order and line as it will be raised, priced and taxed, with any problem against its row: an unknown customer, an item that matches two products, a tax code from the wrong country.
- Fix the file and choose it again until nothing is in error, then click Create n orders. Either every order in the file is raised, or none is.
For a single order, Load into this screen puts it into the form instead, to check and change before saving.
Reading a document instead¶
With the AI Agent & Insights module, the same panel can read the customer's order (or the supplier's document): a PDF or an image of an order is turned into lines in the same preview, to check before anything is created. See AI features.