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Note: The Advanced CSV connector is only available to Premium subscribers. Contact Inventory Planner Support to learn more about upgrading to Premium.
You can use a sales order file to manage your sales history for the Advanced CSV connector.
To load a sales order, include all the order’s line items as individual rows with the same ID (not ORDER_ID).
If the sales order is cancelled, the CANCELLED column should be set to “true” for all relevant lines. If only some order line items are cancelled, those individual lines should have CANCELLED set to “true”.
If an order line item is returned, it can be represented as a row with a negative quantity.
Note: The variant and warehouse files must be supplied to the Advanced CSV connector before or at the same time as the sales order file.
Sales order data columns
The sales order file supports the following columns. If a required column is missing, or an unsupported column is present in the file, the file will not be processed.
Column name | Required | Column type | Comments |
ORDER_ID | ✓ | VARCHAR(256) | The ID unique to the sales order line item |
ID | ✓ | VARCHAR(256) | The sales order’s ID Must be the same for all line items on the sale |
VARIANT_ID | ✓ | VARCHAR(256) |
|
WAREHOUSE | ✓ | VARCHAR(256) |
|
CURRENCY | ✓ | CHAR(3) |
|
QUANTITY | ✓ | FLOAT |
|
PRICE | ✓ | FLOAT |
|
CREATED_AT | ✓ | TIMESTAMP_NTZ |
|
REMOVED | ✓ | BOOLEAN | Soft remove the row by setting to “true” |
UPDATED_AT | ✓ | TIMESTAMP_NTZ | Row last updated timestamp |
REFERENCE |
| VARCHAR(256) |
|
REFERENCE2 |
| VARCHAR(256) |
|
ORIGINAL_COST_PRICE |
| FLOAT | Required for COGS calculation |
CUSTOMER |
| VARCHAR(256) | Can contain email, name and company name, comma-separated |
DISCOUNT |
| FLOAT |
|
TAX |
| FLOAT |
|
TAX_INCLUDED |
| BOOLEAN |
|
SHIPPING |
| FLOAT |
|
SHIPPING_TAX |
| FLOAT |
|
CANCELLED |
| BOOLEAN |
|
STATUS |
| VARCHAR(256) | Used for wholesale orders. Learn more about wholesale orders here. |
Outside of the file, the following sales order settings can be configured directly in Inventory Planner:
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