We usually pull in orders directly from an online store, but sometimes you just want to upload some orders in a file either because:
You are using a store that is not supported.
You want to import orders from another source.
You can create a file of orders and items in any spreadsheet, save it in Comma Separated Values (CSV) format and upload it to ReadyToShip.
Create a "store" for importing CSV files
Go to Settings > Stores > Add Store and choose CSV File. Give the store a name and save it.
Go to Settings > Stores > (the store you created), click on the blue cog icon and select Settings. Choose your Invoice and Pick List templates (if needed), and add your Return Address. Other settings on this page are optional, and you can always come back and edit them anytime if required.
Create a CSV file to upload
Right click here and 'Save Link As...' to download a template that shows you how to lay out the orders and items in the CSV file. The first two lines explain the field types, the next few lines show some sample data.
There is a line starting with "ORDER " for each order, and one starting with "ITEM" for each item in the order like this:
ORDER ...
ITEM ...
ITEM ...
ORDER ...
ITEM ...
...
The orderStatus column must have the value Paid to be recognised as an order that is ready to be shipped. Other values can be Unpaid (Not ready to ship) or Completed (Already shipped - ignore).
If you are creating it in a spreadsheet, save the orders and specify "CSV" as the format of the file that is saved. Don't save is as XLS, or any other format, or the import will fail.
Import the CSV file
Go to ReadyToShip and click on the Import Orders menu.
Click Choose File and select the CSV file you saved. Click Resubmit.
The orders will appear in the Unshipped Orders tab just as though they had been imported from a live store. You can now process these just like any other order.
Tip: When actioning the Update Store step for a CSV store, you need to ensure you click the link that says 'Import File' to save the information to your device. This finalises the update store step and will turn the 'S' icon green.
Then you'll be able to action the Remove Completed step.