Preparing the file for the bulk upload of an order guide

  1. Navigate to the location where you saved the Order Guide Template.xlsx file.
    See Downloading the template for bulk updates of order guides.
  2. Open the file.
  3. Click the Template worksheet tab.
  4. Specify this information:
    OrderGuideName
    In cell 2A, specify the name of the order guide. You can specify a name that is up to 100 characters long. Names that are longer than 100 characters are truncated to the first 100 characters when the file is imported.

    Specify one order guide name. If you specify more than one order guide name, only the first order guide name is processed.

    Notes
    Optionally, in cell 2B specify header notes for the order guide. You can specify up to 500 characters. Notes that are longer than 500 characters are truncated to the first 500 characters when the file is uploaded.

    You can specify one order header note.

    CustomerNumber
    Specify the customers who use this order guide. If multiple customers use the guide, then specify each customer number in a separate cell. For example, specify the first customer in cell 2C, the second customer in cell 3C, and so on. You must specify at least one customer.

    Do not specify the same customer number more than once. Duplicate customer numbers result in validation errors.

    ItemNumber
    Specify the items in the order guide. Specify each item in a separate cell. For example, specify the first item in cell 2D, the second item in cell 3D, and so on. You must specify at least one item.

    Do not specify the same item number more than once. Duplicate item numbers result in validation errors.

  5. Save the file.