Bulk order upload (CSV/Excel)
Σύντομη απάντηση
Uploading a many-line order from a CSV/Excel file, instead of manual line-by-line entry.
Βασικά συμπεράσματα
- The customer downloads a template (SKU, quantity, optional UoM)
- Fills the file from their own system
- Uploads it to the portal; the system validates codes, stock and price
- Error lines are flagged for correction
What bulk order upload is
Bulk order upload lets the customer upload a CSV/Excel file with SKU codes and quantities, instantly generating an order with tens or hundreds of lines.
How it works
- The customer downloads a template (SKU, quantity, optional UoM)
- Fills the file from their own system
- Uploads it to the portal; the system validates codes, stock and price
- Error lines are flagged for correction
Why it matters
Large customers build orders in their own systems (ERP, spreadsheets). Upload avoids manual re-keying and errors, especially for large recurring orders.
How CRMconnect helps
The CRMconnect B2B portal offers CSV/Excel upload with SKU, stock and contract-price validation on each line, plus a clear error report — a simpler alternative to EDI for customers without integration.
Πραγματικό παράδειγμα
A customer with 200+ line orders built them in Excel and e-mailed them, then the back office re-keyed them. With CRMconnect CSV upload, the order enters pre-validated, removing ~2 hours of manual work and typing errors.
Ενημέρωση:
Συχνές ερωτήσεις
What file format does it accept?+
CSV and Excel, based on a template with SKU and quantity. The system validates codes, stock and contract price, flagging problem lines.
When do I use CSV upload instead of EDI?+
CSV upload is ideal for customers without EDI integration but with large recurring orders. EDI fits when volume and frequency justify a fully automated integration.
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