When you navigate to the "Order and Quotes" import/export section, you'll find two drop-down menus:
Orders and Quotes: Use this option to input details for orders and quotes.
Order and Quote Items: This option is for providing details about the items included in specific orders and quotes.
We recommend that you first upload the order and quote details, and then proceed to map the items to each order and quote. This sequence ensures a clear and organized import process, facilitating accurate data integration and reducing potential errors.
Import
Steps -
Navigate to the Import/Export section from the left panel
Click on "order and quotes"
Then click on "Import"
Select "order and quotes" from the dropdown list
Download the template Excel
Edit the Data Sheet tab on the Excel
Save the Excel sheet
Now, again click on "Import"
Choose the edited Excel, and click on "Next"
Select the column headers on the sheet
Click on "Next"; you will need to map the template fields to the columns
Again click on "Next," verify the data, make rectifications if required
Click on "Submit "
Now, select from "Add only," "Update," and "Add & Update"
Click on "Confirm"
Order and quotes details will be uploaded on the platform. Similarly, add Order and Quotes Items on the platform.
Note - All the fields available on the template sheet are configurable; you can get in touch with the WizCommerce team to configure it.
Export
Steps:
Navigate to the Import/Export section from the left panel
Click on “Orders & Quotes”
Then click on “Export”
Choose the timeline from the dropdown (Today, Last week, Last Month, All Time, Custom)
Click on “Export”
Select the bell icon at the top right corner
Download the excel file
The Orders & Quotes excel file is now downloaded to your system.