Easily add multiple Sales Orders using the import feature.

STEP 1: Download the Template

1. Go to the Sales Orders page. Pumunta sa Sales Orders page.
2. Click the Import button besides the oVision. I-click ang Import na button sa tabi ng oVision.
3. Click the Create Sales Order. I-click ang Create Sales Order.
4. Click the Download Template button to get the file format needed. I-click ang Download Template para makuha ang tamang format ng file na gagamitin.

📎 Here’s a sample file template you can use as a guide. May sample file na pwede mong gawing gabay.

sales_order_import_template.csv

STEP 2: Fill in the Template

A. Required Columns

These columns are required and must not be left blank. Ang mga column na ito ay kinakailangan at hindi maaaring iwanang blangko.

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Branch Name, Customer Name, and Remarks must be provided on all rows belonging to the same Sales Order. Ang Branch Name, Customer Name, at Remarks ay dapat ilagay sa lahat ng rows ng isang Sales Order.

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• branchName – The branch where the Sales Order will be created.

  • *branchName – Ang branch kung saan gagawin ang Sales Order.*

  <aside> ⚠️

  All items within a Sales Order must belong to the same branch. Lahat ng items sa isang Sales Order ay dapat kabilang sa iisang branch.

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• productNameOrCode – The product name or product code of the item included in the Sales Order.

  • productNameOrCode – Ang pangalan o product code ng item na kasama sa Sales Order.

• baseUnitQuantity – The quantity of the product to be ordered, based on its base unit.

  • *baseUnitQuantity – Ang bilang ng produktong io-order, batay sa base unit nito.*

• unitPrice – The selling price per unit of the product.

  • *unitPrice – Ang presyo kada unit ng produkto.*

• customerName – The name of the customer associated with the Sales Order.

  • *customerName – Ang pangalan ng customer na kaugnay ng Sales Order.*

B. Optional Column

This column is optional; you may fill them in if you need them, or simply leave them blank:

 *Ang column na ito ay opsyonal, maaari mo itong punan kung kinakailangan o iwanang blangko.*

• remarks – Additional notes or comments related to the Sales Order.

  • *remarks – Karagdagang tala o komento kaugnay ng Sales Order.*

  <aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" />

  If provided, the same remarks value must be entered on all rows of the same Sales Order. Kapag naglagay ng remarks, dapat pareho ang remarks na ilalagay sa lahat ng rows ng iisang Sales Order.

  </aside>

STEP 3: Upload the Completed File

• Once done, upload the filled-out file through the Import Create Sales Orders window. Kapag tapos mo nang sagutan ang file, i-upload ito gamit ang Import Create Sales Orders na window.
• The system will automatically create the sales order/s along with the products you’ve stated. Awtomatikong gagawa ang system ng sales order/s kasama ang mga produktong inilagay mo.

STEP 4: Verify Your Imported Sales Orders

• Check the Sales Orders list to ensure products were created successfully. Tingnan ang Sales Orders list para tingnan kung successful ang paggawa.