Importing/Exporting Orders

You can mass import and export your orders on your B2B portal. Let’s see how you can do this and what you need to look out for.

Importing Orders

To upload past orders to your B2B eCommerce platform, you must first set up your price lists and products on B2B Wave. If you have already done that, then follow these steps:

Step 1. Go to Tools >Import Orders, click “Choose File,” and upload your file.

Remember that your file should be in .xlsx format and that it must include the following fields:

order_customer_reference Enter the purchase order number 
order_submitted_date Insert the order’s submission date
delivery_date Add the delivery date as requested by the customer, if applicable. Otherwise, leave blank
comments_customer Type any comments the customer left for the order during checkout
order_status Add the corresponding order status (e.g., Submitted, Invoiced)
payment_method Insert the payment method for the order (e.g., Bank/Wire Transfer)
shipping_option Enter the name of the selected shipping option for the order
shipping_costs Add the order’s shipping costs, if applicable. Otherwise, leave blank
customer_company Insert the name of the company that purchased the order
customer_email Type the email of the customer who placed the order
product_code Add the code of the product included in the order.  Each product code should have its row in your spreadsheet. For example, if a customer has ordered two products (e.g., SKU1 and SKU2), then you should create one row in your spreadsheet for SKU1 and another for SKU2
product_name Insert the product’s name (e.g., Adirondack Blanket - Charcoal Knit)
product_quantity Enter the quantity of the product included in the order
product_price Add the product’s price for the order
address/address2 Insert the customer’s address
city Enter the customer’s city
province Type the customer’s province/state
country Insert the customer’s country
postal_code Add the customer’s postal/zip code

Step 2. Check the “Reduce Stock” option if you’d like to reduce the inventory for the products included in your imported orders; otherwise, leave this box unchecked.

Step 3. Click “Import” to upload your past orders.

Exporting Orders

To export orders placed on your digital B2B store, go to the  Orders menu on your Admin Panel and click the “Export” button.

The exported spreadsheet will include the following columns:

order_id Refers to the order’s ID number. Remember that this information is useful for API calls
order_customer_reference Corresponds to the purchase order number or notification if this order is the result of a merge
order_submitted_date Reflects the order’s submission date
order_delivery_date Refers to the delivery date as requested by the customer, if applicable. If not, this cell will be blank
comments_customer Corresponds to any comments the customer left for the order during checkout
order_status Showcases the order’s status (e.g., Submitted, Invoiced)
customer_id Corresponds to the customer's id number as assigned on B2B Wave
customer_company Refers to the name of the company that purchased the order
customer_code Corresponds to the internal reference code used for the customer
product_code Reflects the code of the product
product_reference_code Showcases the internal reference code used for the product
product_variant Refers to the product’s option and variant, if applicable (e.g., Color:Grey,Size:S)
product_variant_code Reflects the product’s variant code, if applicable
product_name Corresponds to the product’s name (e.g., Kenya Cappuccino Blend)
product_quantity Showcases the product’s quantity for the specific order
product_unit Reflects the product’s measurement unit (e.g., oz)
Corresponds to the product’s price for the product
product_discount Showcases the discount applied to this item on the order
product_final_price Refers to the final product’s price
line_total Showcases the result of the multiplication of the product’s quantity by the product’s final price (e.g., If a customer has ordered 100 pieces of a clothing item whose final price is 150, the line total will be 15000)
tax_rate Refers to the order's tax rate in percentage format (%)
total_tax Showcases the order's tax amount
line_total_after_tax Reflects each product's total cost after tax
order_discount Showcases if the order has a discount applied to it (“1”) or not (“0”)
order_total Corresponds to the total order’s cost before tax,calculated for all products included in it
order_total_after_tax Showcases the total cost of all products in the order after tax,calculated for all products included in it
currency Reflects the currency in which the order was placed(e.g., USD, EUR)
address/address2 Refers to the customer’s address
city Corresponds to the customer’s city
Showcases the customer’s province/state
Reflects the customer’s country
postal_code Refers to the customer’s postal/zip code
shipping_tracking Corresponds to the order's tracking number, if applicable. Otherwise, the cell will be empty
shipping_option_name Showcases the name of theselected shipping option for the order(e.g., Standard Delivery, Next Day Delivery)
payment method Correspondsto the payment method chosen for this order(e.g., Stripe, Bank/Wire Transfer)
transaction_id Refers to the payment provider’s transaction ID, if applicable

Finally, you can export only specific orders by checking them and then clicking “Export” in the drop-down menu left of the “id” column.

NOTE: Please get in touch with our support if you need help filtering or organizing your order data.

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