Skip to main content

Import an Order from an Excel Order Sheet (Excel)

Overview​

Import Order is a feature to create a single Order by importing an Excel Order Sheet (.xlsx format) with entered Quantity.

Purpose​

By entering the Quantity into an Excel Order Sheet previously created and downloaded on the Maker App and importing it, you can Register Order data in a fixed format.

Standardizing the sheet format and input rules helps reduce variations among staff and assists in the standardization of order reception tasks and the prevention of individualization.

Feature Description​

Excel file used for Import​

The Excel file used for Import must be a file created using the Excel Order Sheet feature.

The file must comply with the following input rules:

  • Order Quantity per SKU is entered only in column F, Quantity (green cells).
  • Order Quantity of at least 1 item is entered for at least one SKU.
  • No changes have been made to any data other than the cells for entering quantities (Product Name, SKU information, Amount, Basic Information, etc.).

Specify Target Buyer at the time of Import​

The Excel Order Sheet file does not hold Buyer information. (It is possible to name the Filename arbitrarily.)

When you Import Order, you specify the target Buyer.

Adjustment of Order Details after Import​

After importing the file, the following Order details can be adjusted on the system screen:

  • Setting of Billing Address and Delivery Address.
  • Setting of Transaction Terms to be applied to Order data.
  • Change of Order Quantity.
  • Delete products included in the Order.

Sharing Comments and Messages​

You can enter a Comment for the entire Order and a Message from the buyer about the item for each Product.

The entered Comment and Message are shared not only with the brand but also with the Buyer.

The Buyer can check the relevant Message from the Order Management screen of the Buyer App.

Instructions​

The Import Order is performed in the following flow:

  1. Move to Import Order View
  2. How to enter the form
  3. Create Order

Move to Import Order View​

  1. Click the Excel Order menu.
  2. Click Import Order.
    Transitions to the "Import Order" screen.

How to enter the form​

Input Items - Import Excel Order Sheet​

  1. Select File
    Select an Excel Order Sheet (.xlsx) with entered Order Quantity.
    You can also select by dragging and dropping onto the button.

  2. Search Buyers
    Filter by each item to search for the target Buyer.

  3. Select Buyer
    Click the Select button for the buyer who will place the order.

After entering each item in the form, click the Next button.
Transitions to the "Edit Order Details" page.

Input Items - Edit Order Details​

  1. Billing Address
    Select the following items from the pull-down menu to specify the Billing Address:

    • Select a billing address: Select a Billing Address from the Buyer's previously registered addresses.
    • Create a new billing address: Enter various address information for the billing destination.

  2. Delivery Address
    Select the following items from the pull-down menu to specify the Delivery Address:

    • Select a delivery address: Select a Delivery Address from the Buyer's previously registered addresses.
    • Create a new delivery address: Enter various address information for the delivery destination.
    • Copy from Billing Address: Copy from the Billing Address and apply it to the Delivery Address.

  3. Billing Term
    Select "With Deposit" or "Without Deposit" for the deposit (Advanced Payment).

    • With Deposit: Select this when charging a deposit, such as for international transactions.

      (Example) For Deposit Percentage 30% / Balance Percentage 70%, enter 30.

    • Without Deposit: Select this when not charging a deposit.

  4. Transaction Condition
    The ratio or discount rate can be changed within the range of 0 to 100%.

    To apply the entered Transaction Term to all products at once, click Apply this condition to all products.

  5. Comment
    Enter comments regarding the entire Order.

  6. Confirm the Quantity of the SKU to be ordered for each Product.
    Adjust as necessary.

  7. Confirm the Transaction Term (ratio/discount rate) for each Product.
    Adjust as necessary.

  8. Message to share with brand
    Enter a Comment for each Product.

  9. Delete
    If there is a Product you do not want to include in the Order, click the Delete button of the corresponding product to exclude it from the Order.

After entering each item in the form, click the Next button.
Transitions to the "Preview" page.

Create Order​

Confirm the contents of the Preview and click the Place an Order button.

If the process is successful, the Order will be created.

Important Notes​

Consistency Check between Excel Order Sheet Content and Target Buyer​

Due to the specification where the Buyer is specified at the time of Import, please confirm thoroughly that the contents of the Excel file match the target Buyer.

If there is a mistake in the specification of the Excel Order Sheet content and the target Buyer, there is a risk that an Order intended for an unintended Buyer will be created.

Handling of Excel Order Sheets with no entered Quantity​

Excel Order Sheets with no entered Quantity cannot be used.

Although the Import operation itself will succeed, it will become impossible to proceed because no products exist on the "Edit Order Details" screen.

Similarly, it will also become impossible to proceed if all products are deleted from the Order.