EQD: Generic Order Import
🔵 Overview This order import will create both Purchase orders and Releases, based on the Item setup in EQD.
Step 1: Preparing the Import Spread Sheet
- Items will be combined into 1 document (PO or release) if the Client PO number, the Client ID, and the Client ship to ID match.
- If the optional Address fields are filled in, EQ/d will treat the address as a custom address and use that data on the document created. This will result in 1 item per order.
Step 2: Save the Spread Sheet as a Tab or Comma Delimited File
Column headings are:
- Client_PO: Required.
- Client: Required.
- ShipTo: Required.
- Item: Required.
- Desc_1: Optional.
- Desc_2: Optional.
- Unit_Desc: Optional, default = EA.
- Unit_Qty: Optional, default = 1.
- Qty_Ordered: Required.
- Cost: Optional.
- Sell: Optional.
- Order_Date: Optional, default = today.
- Vendor: Optional.
- Item Notes: Optional. Line item level - Vendor Instructions.
- Company: Optional. Must exist for custom address (omit to use Ship To record).
- Addr1: Optional.
- Addr2: Optional.
- City: Optional.
- State: Optional.
- Zip: Optional.
- Country: Optional.
- Attn: Optional. Will override attention in AR client maintenance.
- Phone: Optional. Will override phone in AR client maintenance.
- UserEmail: Optional.
- 2Order Notes: Optional. Header level notes – PO Instructions.
Step 3: Save File Where It Can Be Accessed From e-Quantum
Step 4: Import the Orders in e-Quantum
Navigation: Q-Send > Import > Import Orders
- Scroll out and find the saved spread sheet.
- Click Begin to import.
Step 5: Generate the Imported Orders
Navigation: eCommerce > View Internet Order
Go to eCommerce > View Internet Order to generate the imported orders.
Frequently Asked Questions
Q: What does the Generic Order Import create?
A: It creates both Purchase orders and Releases, based on the Item setup in EQD.
Q: When will items be combined into one document (PO or release)?
A: Items will be combined into 1 document if the Client PO number, the Client ID, and the Client ship to ID match.
Q: What happens if I fill in the optional Address fields?
A: EQ/d will treat the address as a custom address and use that data on the document created. This will result in 1 item per order.
Q: Which columns are required in the import spreadsheet?
A: Client_PO, Client, ShipTo, Item, and Qty_Ordered are required.
Q: What are the defaults for Unit_Desc and Unit_Qty if left blank?
A: Unit_Desc defaults to EA and Unit_Qty defaults to 1.
Q: What does Order_Date default to if left blank?
A: Today.
Q: What must be true for the Company column to be used?
A: It must exist for a custom address; omit it to use the Ship To record instead.
Q: What do the Attn and Phone columns do?
A: Attn will override the attention in AR client maintenance, and Phone will override the phone in AR client maintenance.
Q: What format should the saved spreadsheet be?
A: A Tab or Comma Delimited file, saved where it can be accessed from e-Quantum.
Q: Where do I import the saved file?
A: In e-Quantum, go to Q-Send > Import > Import Orders, scroll out to find the saved spread sheet, and click Begin to import.
Q: How do I see the orders after importing?
A: Go to eCommerce > View Internet Order to generate the imported orders.
Tags: order import, generic order import, purchase orders, releases, Q-Send, e-Quantum, import spreadsheet, EQD