To use a bulk upload for a spare parts order, please see below:
NOTE: Please see below on this page for a copy the template file: If you are using your own file, the file must contain in row 1 the heading "Part" and "Qty" (Only Excel files with .xlsx or .xls extensions are allowed to be uploaded .csv file will not work)
1. Create the order header as per a normal order.
2. Select "Part Import" from the Product section
3. Upload your Excel file by either Dragging the Excel file into the window OR clicking Upload file
NOTE: Excel File must contain in row 1 the heading "Part" and "Qty" (an example spare part order upload Excel file is attached to this article)
4. Once the file has been uploaded, all the parts that have a correct part number will be loaded into the product line section.
Any parts that do NOT match will be shown as a warning across the top.
5. When ready, click "Submit order"