Bulk Sales Order Upload Guide
Objective
To create multiple Sales Orders in one action using a CSV upload, enabling faster order entry, better accuracy, and reduced manual effort when handling high order volumes.
Steps
Go to Orders → Sales Orders from the top menu.
Click Upload CSV on the Sales Orders screen.
In the upload window, click Sample CSV and download the template.
Open the sample file and fill in all required Sales Order details in the same format.
Save the file as a .csv after completing the data entry.
Click the Upload file and select the prepared CSV from your system.
Verify the file name shown on the screen.
Click Submit file to start the bulk upload process.
Conclusion
Once submitted, all valid Sales Orders from the CSV are created in the system in one go. This method saves time, maintains data consistency, and is ideal for handling high-volume order entries efficiently.
Related Articles
How to Upload Documents in Sales Order
To enable users to upload and manage order-specific documents (such as specifications, images, PDFs, etc.) directly within the Sales Order module—ensuring all relevant files are centrally available for planning, production, and dispatch teams. Step ...How to perform Bulk Set Process in Sales Order
Objective To quickly define and apply cycle-time rules for multiple items within a Sales Order in a single operation. The Bulk Set Process allows planners to assign machine groups, process steps, and expected cycle times without updating each item ...Bulk BOM Download – Step-by-Step Guide
Objective To help users download the complete Bill of Materials (BOM) for all items in one go. This ensures quick data review, bulk updates, and faster troubleshooting without opening each item individually inside ManufApp. Steps Step 1: Go to ...End-to-End Sales Flow Guide: Enquiry → Proforma → Sales Order
Objective To establish a clear, traceable sales lifecycle in Manufapp by linking Enquiry → Proforma Invoice → Sales Order. This flow ensures that once a customer enquiry is created: Commercial discussions happen on a structured Proforma Invoice Final ...Enquiry Setup and Enquiry to Sales Order Flow
Objective The objective of this guide is to help users: Correctly configure the Enquiry Template Create enquiries using the configured template Convert enquiries into Sales Orders without data re-entry Maintain complete traceability from enquiry to ...