Excel Import/Export Order Entry/Editing

Once you have an order template (see Sales Order Excel Import/Export), you can use it to enter new orders and to edit existing ones. In both cases the spreadsheet must follow the same rules as your Group Options.

Enter a new order

1. Fill in the order. Key in all the required fields as set by your Group Options, then save the file to your computer. Leave the PKID column blank — BUZ fills it in.

2. Start the order in BUZ. Enter the customer details as usual. On the Product Catalogue page, click Select File, choose your saved order file, and click the option to add it, then click Upload.

3. Finalise the order as you normally would.

Note

Rules for a new order:

• The order must follow all the same rules set by your Group Options.
• Required questions must be answered.
• Non-required questions can be left blank.
• If a question is set to “Use first valid answer as default”, leaving it blank populates the first valid answer.

Edit an existing order

1. Open the order in BUZ, click Options, then Edit.

2. Export the lines. On the cart screen, select the products you want to edit and click Export.

3. Edit the file. Change whatever you need, but do not change the PKID — BUZ uses it to identify which order line to modify. Keep everything within the rules set by your Group Options.

4. Save and import the file back into BUZ.

Caution

Changing or clearing the PKID on an existing order line means BUZ can no longer match it to the original line. Leave it exactly as exported.