Import branch transfers

Overview

Branch Transfers can be imported into the system in bulk, using our easy-to-use import wizard.

Branch Transfers to be imported should be prepared in a spreadsheet, with one row per line item in the transfer. An example of what the spreadsheet should look like can be found below.

There are a few prerequisites for importing orders:

Orders must contain fewer than 500 line items.
Order references must be unique across all modules (i.e., a Branch Transfer cannot have the same reference as a Branch Transfer).
Product Codes must exist in the products module, and codes must be unique.
The branches you use must exist in the system.

Template

The following is the template for a standard Branch Transfer. However, additional fields can be added as discussed below.

Branch Transfer Import (.xlsx 25kb)

Please note that the Company field is the branch from which stock will be transferred, and the Branch field will be the name of the branch at which the stock will be received.

Import the spreadsheet

Once you have prepared your spreadsheet, you are ready to import it into the system.

From the left navigation panel click Stock, then select Branch Transfers.
While in the Branch Transfer list page, hover over Actions, then Import Branch Transfers.
Choose between pasting or uploading the spreadsheet data as a .csv file.

Select Next Step.
Match the columns in your spreadsheet to the fields in the drop-down list. An explanation of each field is given below.
If any products or contacts in your list do not match to entries in Cin7 Omni, you will be given an opportunity to download the spreadsheet so that you can investigate, and if necessary import new products or contacts.
Assuming all good, select Next Step.
Select Test to see if importing will cause any errors. The results should show a successful import.
Select Import New Branch Transfers to continue.
Your Orders have now been imported! Select Finish and then Back to Branch Transfers to go back to the Branch Transfer List page.

Import products with sizes

Products with sizes can be imported by including the field 'Size Batch' (see below). The size batch field should contain only the size of the item, so will look something like this:

Order Ref	Company Name	Item Qty	Item Code	Size Batch	Branch
ABC-123	Warehouse	10	TS1	S	Retail Store
ABC-123	Warehouse	10	TS1	M	Retail Store

This will import 10 small t-shirts and 10 medium t-shirts with code TS1.

Note that each new size should be entered on a new line. However, if you would like to consolidate all sizes of an item into one line after importing your order, there is a function to do this:

Find the order you'd like to consolidate, hover over the cog icon, and select Admin.
From the Actions button, top left, select Merge Separate Size Lines Into One.
This will consolidate all sizes into one item for each product code.

Fields

The following are fields that can be imported through the order import. Note that not all of these fields are relevant to the Branch Transfer transaction type and may not appear in the interface if data is imported against a specific field.

Field	Notes
Order Ref	Required field. Must be unique.
Invoice No	If you enter an Invoice Number, you are advised to include an Invoice Date; see below.
Company	Required Field unless using the First Name/Last Name. Must match a company in the CRM.
First Name	Required Field unless using Company. Must match the First Name in the CRM.
Last Name	Required Field unless using Company. Must match a Last Name in the CRM.
Delivery First Name
Delivery Last Name
Delivery Company	If no delivery address is specified, an attempt will be made to auto-populate from the linked contact.
Delivery Address 1
Delivery Address 2
Delivery City
Delivery State
Delivery Postal Code
Delivery Country
Billing Company	If no billing address is specified, an attempt will be made to auto-populate from the linked contact.
Billing Address 1
Billing Address 2
Billing City
Billing State
Billing Postal Code
Billing Country
Phone
Mobile
Fax
Email
Created Date	Dates should be formatted as per your Culture Settings in your company profile. If not provided, the current date will be used.
Invoice Date	Dates should be formatted as per your Culture Settings in your company profile. If you enter an Invoice Date, you are advised to include an Invoice Number; see above.
ETD	Dates should be formatted as per your Culture Settings in your company profile.
Branch	Required. This is the branch at which the products will be received.
Price Tier	Must match the Price Tier exactly.
Internal Comments
Delivery Instructions
Tracking Code
Freight Description
Freight Cost
Surcharge Description
Surcharge Total
Discount Description
Discount Total	This is the discount in dollars/pounds to apply to the entire order.
Created By
Sales Rep
Processed by
Fully Dispatched	Entering a Fully Dispatched date will mark the order as dispatched, but, importantly, line items will not be receipted out. Therefore this field should only be used when creating historic orders in the system, and not used to dispatch stock. Dates should be formatted as per your Culture Settings in your company profile.
Customer PO No
Item Code	Required. Must match a code (SKU) in the products module.
Item Name
Item Qty	Required. Must be a number.
Item Price
Item Total Discount	This is the discount in dollars/pounds to apply to a line item.
Item Option 1
Item Option 2
Item Option 3
Item Notes
Size Batch	Size of an item, if the item has sizes.
Item Row Format	Formats the line items in an order. Use values "Hide", "Indent" or "Bold". You can also use the value "Parent" to indicate the parent line of a BOM, in combination with the Item BOM Load field below.
Item BOM Load	Indicates that a line item is part of a Bill of Materials; values should be either "Make" or "Use".