Overview
Adding products to an order is a great option for any client who needs to add a product to an existing order in bulk. It can be used to add a bottle of wine, but it is more commonly used to add collateral such as newsletters, club inserts and special packaging such as wood boxes to an order so that the item will appear in the order line items when it is transmitted to fulfillment. You may not want a customer to have to add these items during checkout, so this option allows you to add them to the order after it is placed. This article outlines the steps and required import template needed to import the products successfully.
IMPORTANT: This feature is most commonly used to add products with a $0.00 value. Adding these products to the order does NOT automatically charge the customer for the value of the item. If you want to charge your customer for the value of the product, this must be done by editing the order after adding the product.
Shipping Charges
Additional shipping may apply to the order since the item adds an additional item to the order. It is best practice to mark the product you are importing as "Shipping Included" in the product details so that there are no additional charges.
Tax Charges
Additional taxes may also apply to the order for the added item. The best practice is to make the product as "Product is Tax Exempt" in the product details so no additional tax is applied.
Update Your Inventory
Once your product is created. Before you import the products, you will want to make sure that there is enough inventory loaded. Go to the products and add the appropriate amount of inventory individually or make changes to the inventory by doing an Import Inventory Update.
Complete Your Template
Start a new import spreadsheet and save it to your desktop. The sheet requires a spreadsheet with 3 columns with the following headers
id = The Order number you want to add the product to
sku = The SKU of the Product you are adding to the orders
quantity - the product quantity you want to add to the orders
Save your file for the next step.
IMPORTANT: Make sure your headers of your spreadsheet columns match the exact names listed here, or the import will not work. Also, make sure to save your import file as an MS-DOS CSV before importing.
Example of an Import Products to Orders spreadsheet
Import Products to Orders
NOTE: We recommend trying a small sample of orders to test your import. There is no bulk "undo" once the product has been added. Database updates for removing products are subject to a $350.00 per hour service charge. If you require a bulk removal, please reach out to [email protected].
PRO TIP: After importing a small sample, open one of the orders where you imported the product and view the details. Select the Edit Order Button. Next, without editing any products, select Proceed to Review. If you see charges for Shipping or Tax, review the instructions above to adjust your settings.
When you are ready to import your products, complete the following steps to upload the file:
Go to the Orders page
Select the Actions dropdown
Select Import Products to Orders CSV
Select the Choose File button and select your saved file
Select Upload to add your products