Why Import an Order?
This can be useful if the products have a different Cost than normal (like if you're getting a discount on this order), or you are ordering from a non-integrated vendor that has your order available for download into Excel.
Format a Vendor Order for Import
The file must be in an XLS or XLSL format. The following fields are required for Ascend to read the Excel spreadsheet for import:
- Identifier (the vendor's part number (VPN), the product UPC, or the product's Ascend in-store SKU can be used)
- Quantity
Additional fields can be imported:
- Description
- Cost
- Comments
Note
Log into Ascend ShareFile > Downloads > Templates for a copy of the Vendor Order template file.
Import a Vendor Order
- From within the Vendor Order, select File > Import from Excel.
- Find and select your Excel spreadsheet.
- On the Select Columns to Import prompt, Click Select All columns to import.
- Note: Identifier and Quantity are checked by default and cannot be unchecked.
- Select OK.
- Click OK to the confirmation prompt.
- The products are imported into your order.
Note: If there are any errors, a pop-up will notify you, click Yes and open a notepad to display the products causing the error.
Resolve Import Errors
Errors can occur if the product does not exist in the database, is not associated with the vendor you are creating the order for, or there is an issue with duplicate vendor product records.
- If the Vendor is available in the Cloud Catalog, you can add the Product and/or Vendor Product to the database from within the Vendor Order.
- Note: Check out our article: Products - Using the Cloud Product Catalog for more details.
- If more research is needed, back out of the order and click No to the Save Changes prompt and work to resolve the issues from within Database Explorer (DBEX), and reimport the order again when ready.
KB26-10