Creating sales orders from an Excel spreadsheet

You can import an Excel spreadsheet into Sales Order Entry to create line items and orders. Each worksheet in the workbook is a separate order.

  1. Verify that the Excel spreadsheet is formatted correctly. If the spreadsheet is not formatted correctly, the import fails.
  2. Select Sales > Entry >  Order.
  3. Select Import From Excel.
  4. Verify that the value in the Max Lines field is equal to or greater than the number of lines on the spreadsheet. If the maximum number of lines is 50, the default value, the order is created with only 50 lines. If you import a file with 75 lines, an error message is displayed.
  5. Click Import File, select the file, and click Open.
  6. After the import is complete, the lines that were imported are displayed.

    To correct errors, expand the line and click Edit to make changes to header and line information. Save the changes.

  7. To create order lines, click Submit. A message indicating the order number is displayed for each order created.
  8. To correct the errors that could not be corrected on the Excel Import window, maintain the order.