Automated Stock Order Importing
- Kasia Czwarkiel (Unlicensed)
To use the automated order importing the following preparations need to be done:
- Stock Importer needs setting up on Claritum
- Stock Order CSV file(s) need to be uploaded to the agreed FTP server.
Setting Up Stock Importer
- Go to Configuration → Integrations → Stock Importer tab
- Provide the following details:
| Field | Comment |
|---|---|
| FTP Host URL | This is the address of the FTP server where the files will be uploaded |
| FTP username | The username of the FTP user |
| FTP password | The password of the FTP user |
| Re-type password | Provide confirmation of the password |
| Filename | This should be a regular expression that matches the files you wish to import For example: If the Stock Import files are named stock_orders_653.csv, stock_orders_1111111.csv and stock_orders_98.csv you should use the regular expression stock_orders_([0-9]+).csv which would match all of these files. |
| Email Address | This is an address where the results of the import will be emailed where upload fails , contains errors |
Stock Order Import File Requirements
The file must be a CSV file with no title row. The filename must be in the format eOrderRequest_DDMMYYYYHHMMSS.csv where DDMMYYYYHHMMSS is the creation date and time.
It should have the following columns:
| Column | Information | Comment |
|---|---|---|
| A | Customer Member | The Customer Member in the CSV file must match exactly the Customer Member name in the system. |
| B | FAO | (For Attention Of) |
| C | Company | This will be the company name of the Delivery Address |
| D | Street | This will be the street name of the Delivery Address |
| E | Street | This will be the street name of the Delivery Address |
| F | City | This will be the city name of the Delivery Address |
| G | County | This will be the county name of the Delivery Address |
| H | Postcode | This will be the post code of the Delivery Address |
| I | Item Ref | This must exactly match the Product Code of the Stock Item on the Claritum system |
| J | Quantity | Specify quantity to order |
| K | Purchase Order | This is the Purchase Order number provided by the customer This field is used to group the rows into orders ( e.g if the stock order contains multiple items) |
| L | Notes | Any additional notes to be shown on the stock order |
Once the file has been imported it will be deleted from the FTP server.
Example of Stock Order Import file
| Customer User | Address | Items | Purchase Order | Notes |
|---|---|---|---|---|
| Customer User One | FAO: User One, Test Company, Test Street, Test Street Two, Test City, Test County, TE1 1ST | 100 x TEST ITEM 1 | 134645 | First order notes |
| Customer User Two | FAO: User Two, Other Company, Other Street, Other Street Two, Other City, Other County, OT1 1OT | 75 x TEST ITEM 2 150 x TEST ITEM 3 | 165432 | Second order notes |
Other Information
The Stock Importer runs every day at 18:00 GMT
For assistance, please contact your Super User.