v 12.0.2

Your CSV file format must match like below.

Your Excel file format must match like below.

v 12.0.1

First you need to tick "Import Sale Order" group in order to import sale order

"Import Sale Order" menu in orders

When you click "Import Sale Order" menu, wizard will open that looks like below

Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.

following fields are imported.

About Fields

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Column	Sale Model	Field Name	Description	Required
A	Sale (sale.order)	Name	You have to write a name here.	Yes
B	Sale (sale.order)	Customer	Define the Customer.	Yes
C	Sale (sale.order)	Order Date	Define the Order Date.	Yes
D	Sale (sale.order)	SalesPerson	Define the SalesPerson.	No
E	Sale (sale.order.line)	Product	Define the Product.	Yes
F	Sale (sale.order.line)	Description	You have to write a Description here.	Yes
G	Sale (sale.order.line)	Quantity	You have to write a Quantity here.	No
H	Sale (sale.order.line)	Unit of Measure	Take the same name as ERP in the "UOM".	Yes
I	Sale (sale.order.line)	Unit Price	You have to write a Unit Price here.	Yes
J	Sale (sale.order.line)	Taxes	Taxes are separated by comma(,). You have to provide tax here.	No
K	Sale (sale.order.line)	Discount	You have to write a Discount here.	No

General Notes:

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1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

2) Don't change the sample sheet column sequence.

3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
Watch Video

CSV file format must match like below.

Excel file format must match like below.