Creating an import template for orders | PPS v4.0.28

Creating an import template for orders | PPS v4.0.28

Only administrator and business users can create and manage templates
  1. To create a template, go to the setup gear on the right and go to manage templates
    Manage Templates dropdown
  2. Select Import Templates
    Manage Import Templates screen
  3. This screen will appear. It shows you all your current templates. You can delete or edit a template by selecting the icons on the right of each template
  4. To make a new template press “create import template” button
    Create Order Template screen
  5. Enter a name for the template – if this is for a specific customer choose their name
  6. The file type is excel
  7. The import mapping type is orders
  8. The “row # of header” is used to define which row number the headers are in the file. In the example below the headers (title of each column) are in row 1. Note - if you have multiple headers in the excel file the system support up to 3 headers and this is discussed in a separate article.
  9. For files that look like this you would choose 1 as “row# of header”

  10. You then press the choose file button and select the file you want to work with. At this point you are not actually going to import you are setting up the template to use when you import. So select a file identical in format to the one that you want to import
  11. Once you have selected the file you will work on you will see a screen like below
    Create Import Template
  12. On the left are the names of each of the column headers from your file
  13. On the left of these names is a box then when selected will avoid that field being imported
  14. On the right are fields that you can import into
  15. Once you have mapped your field names to the fields in MyProduce you can run a preview
    Create Import Template with mapped fields

    Preview Import Template Data screen
  16. The preview allows you to walk through the data in your test file by pressing next and previous
  17. This system requires some field to be present in order to work. These are stated at the top of the page and are order number, line ordered qty and line product GTIN
  18. If there is an error in the file or you have not selected a mandatory field you will see the following errors
    Import Template errors
  19. This will allow you to quickly identify what field are missing or have an issue
  20. Once done and checked with preview with no errors press save
    Created import template showing in the list
  21. You will see the template pop up in list of templates
  22. You are ready to run the import into your system
  23. You can of course come back here and delete a template or edit it

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