If you have a large number of wholesale orders to add in one go it can be quicker to import them by CSV.
Note that 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:
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.
To set a Remote ID go to Settings > Customers and search for your wholesale customer. Hit Edit and enter the Remote ID and hit Save.
Along with the standard CSV order fields the following are required to successfully import wholesale orders
CSV Column | Required? | Details | Examples |
customer_remote_id | Y | The unique number that you have set for your Wholesale customer | 1234567890 |
payment_terms | Y | 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 | Y | The date the invoice was raised for this order | "23 Jul, 2021" |
payment_due_date | Y | Leave blank | "23 Jul, 2021" |
can_pay_by_card | Y | Include the option to pay by Stripe via the online invoice that is sent to the customer. | True False |
send_notification_email | Y |
| True False |
price_list_name | Y | 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 |