Import Wholesale orders

Bulk import wholesale orders by CSV

Updated over a week ago

If you have a large number of wholesale orders to add in one go it can be quicker to import them by CSV.

Note: The maximum number of product line items that are supported in Veeqo is 50. Orders with more than 50 line items may experience some degraded performance.

Before you begin you'll need to:

Set a remote ID for your wholesale customer

To import your Wholesale Orders you need to first set the Remote ID of your wholesale customers. This id is used to identify the wholesale customer that the order is for, so it's best to use a unique number for each wholesale customer.

  1. Go to Settings

  2. Click Customers

  3. Search for your wholesale customer.

  4. Hit Edit

  5. Enter the Remote ID and hit Save.

Import your wholesale orders via CSV

  1. Along with the standard CSV order fields the following are required to successfully import wholesale orders

CSV Column

Details

Examples

customer_remote_id

The unique number that you have set for your Wholesale customer

1234567890

payment_terms

The payment terms that should be used for this order.

If left blank we use the wholesale customers default payment term.

7

10

14

30

60

90

invoice_date

The date the invoice was raised for this order

"23 Jul, 2021"

payment_due_date

Leave blank

"23 Jul, 2021"

can_pay_by_card

Include the option to pay by Stripe via the online invoice that is sent to the customer.

True

False

send_notification_email

Do you want us to send an order confirmation to your customer?

True

False

price_list_name

The name of the price list you want to use for this customers particular order.

You can view your existing price lists or create a new one in Inventory>Price Lists.

Retail

Wholesale

3. Fill in the required fields in the CSV file

4. Follow the steps in this guide to upload your CSV to Veeqo

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