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Logo1.png Creating sales orders manually & via CSV

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Overview

Manually create sales orders, or import them via CSV, in Expandly.

Video

Steps

Before manually adding orders to Expandly, you'll need to:

- Create the customer

- Add a custom store

Map order statuses (for shopping carts)

For detailed instruction on how, click the links above

1. Click Sales Orders (left menu) and then Manage Sales Order

Expandly_-_Manage_sales_orders.png

2. On the Manage Sales Orders page, click Create Order and select Manual Order

Expandly_-_Create_Order.png

3. Complete the information on the following screen, including:

  • Product - type part of the product name and click the magnifying glass to search, select and edit
  • Shipping - type the shipping service and click the magnifying glass to search, select and edit
  • Order summary - add any applicable information such as payment method and ID
  • Order information - Add the order number, date and source
  • Customer details - search and add customer details
  • Custom fields - add any necessary custom fields. 

4. Click Save  (top right) once finished

1. Click Sales Orders (left menu) and then Manage Sales Order

Expandly_-_Manage_sales_orders.png

2. On the Manage Sales Orders page, click Create Order and select Upload via CSV

Expandly_-_Create_Order.png

3. On the Upload Orders via CSV page, download a sample CSV file by clicking the Sample File button (top right) Expandly_-_Sample_file.png or download here

4. Open the downloaded file into Excel (or any other spreadsheet software)

The spreadsheet contains example sales orders, highlighting which fields must be completed

5. Complete the relevant information for your orders and save the file to your computer

6. On the Upload Orders via CSV page, click Browse to upload your saved spreadsheet - once the orders have finished downloading, they will appear on the Manage Sales Orders page

Next Steps

Now you've manually created orders in Expandly, you might want to:

Manage orders in Expandly

Print shipping labels from Expandly

Print invoices from Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact us

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