Is it possible to import a CSV of orders, inc delivery addresses into Breww?
We’re working with someone where we drop ship our beers, they can send us a CSV of all orders so being able to import this directly into Breww for invoicing and arranging deliveries would be great.
We’d want to bill to one customer but the delivery address to be different for each order.
Thanks for the suggestion, Rick. This isn’t possible right now, but would be possible, I’m sure.
In the CSV file you get currently, how is a multi-line order represented? Does it have more than one row (i.e. one row per product line)?
Would you be able to attach an example file for us to review the format? Please make sure to replace any private/sensitive data (such as names and addresses) with something that’s not private.
Ok, great, thanks. I’ll move this to our feature requests section so we can track this through to implementation. Can you give this a vote with the button in the top-left (and anyone else who’d find this useful, please do the same)
Hi, we would like to track stock movements and sales through trade partners and 3pl companies we work that are not integrated with BREWW. Right now, we’re manually inputting orders from their portals into BREWW, but it is very time-consuming. Is a builk order upload via excel sheet a possible feature that could solve this?
Thanks for the suggestion, Nick. This could well be possible.
Would you mind attaching an example file that you have, so we can review the format to see if this would be a good fit? Please make sure to replace any private data (such as customer names/addresses) with some fake/sample data instead.
P.S. I’ve merged your thread with another existing thread for the same request. Can you please make sure you have voted for this thread as every vote counts.
I think that the way you and Rick were discussing would work fine. I’ve attached an example of the csv provided by one of our 3pl partners. Book1.xlsx (9.0 KB)
How would you want Breww to translate the title and config columns to a product? If there was a column that contained a product name or code (SKU), then this would be workable, but I’m not sure, that we can handle this file as-is, to be honest.
Additionally, I presume the expectation is that Breww will be able to find an existing customer with the name in the customer_name column (and can give you an error message that the customer is missing if not found)?
Thanks for taking a look. I also wasn’t too sure what to do about this. My immediate thought was if the upload had a function equivalent to “containing”, then it could auto-populate SKU codes (to be confirmed by the user before finalizing the upload). Unfortunately, the company providing this csv has been unwilling to include SKU codes in this reporting.
You assume the customer name column correctly. All of the customers in this column have already been uploaded into Breww with the same name formatting (using Breww’s bulk customer upload and editing features–which is where I got the idea for bulk invoice/order uploads).
Rick’s example looks interesting! Just something to decrease the manual workload of clicking, searching for products, waiting for loading, etc…
Yes, this can certainly be done as we have this feature on all our existing data import tools.
This will be very complex, to be honest, as our existing data import tooling doesn’t have this concept. I must admit that it also feels very specific to this one particular file (and we need to build something generic). Also, I suspect this would be quite “brittle”. Would you be able to add an extra column to the file in Excel before importing it to Breww that could use a VLOOKUP to populate a product name/SKU column based on the data in the two related columns in the source file? You could then ignore the two original columns in the import and Breww can read the new column to identify the product.
Ok, that’s ideal!
Saving pre-sets would be possible, but this is a big change from our existing import tooling. Having said this, the existing tooling will “learn” column name mappings over time, so may in fact work after a number of imports have been done without needing to build a custom mapping to save. I’d suggest that for now, in the interest of getting something functional sooner rather than later, this part is skipped and can be requested as an extra after, if it feels needed.
Hey Luke,
We were just talking about this exact functionality, and I was about to write a feature request for it, but found this one.
It would be very handy to have the ability to upload orders in bulk via csv, as Rick has suggested.
This could be very similar to the Connect Sales upload you’ve built for Alberta. Our specific use case for this would be for our direct-to-consumer beer subscription program, for which we have about 100 subscribers (but are really pushing to increase). We hand-deliver all of these orders, so having the ability to add them all to a delivery run in brew would be awesome.
Is this something you’re actively working on?
Hey Luke -
With your recent upgrades to the API that allow write capabilities for order lines, It seems like it would now be theoretically possible for me to build a custom tool using the API to import orders. I’m wondering if it’s worth me spending time on that effort or not. It does seem like a fun project, but if you’re anticipating completing this feature request soon, then I probably should spend my time on something else. Do you have a ballpark timeframe for if/when you’d be tackling this FR?
Thanks,
Dave
I’m afraid I don’t have any timeframe that I can share on this. All I can really say is that it’s not in the plan for the next few weeks, but to stay agile we deliberately don’t plan too far ahead, so it’s hard give anything substantial for further in the future than that. Sorry, I know this isn’t a very helpful answer.
Ok understood. Though still not sure what to do…
I’ll maybe make a mild effort at using the API to try to evaluate how hard/easy it will be to build something. Thanks
Dave