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How does the automatic order import work?

With the automatic order import, your orders go into Inventory at a fixed time after the delivery day, even if you forget them.

If someone forgets to import an order, the products are missing from your stock. Then your stocktaking and reports are wrong. The automatic order import therefore imports orders by itself at a fixed time.

Switch on the automatic import

  1. At the top right, click the cog and then Settings.
  2. Open the ERP tab.
  3. Under Orders, switch on Auto-import orders.
  4. Choose the time: Delivery Day at 12:00, Delivery Day at 18:00, 1 day(s) after Delivery Day at 00:00, 1 day(s) after Delivery Day at 18:00 or 2 day(s) after Delivery Day at 00:00.
  5. Click Save.

Settings › ERP › Orders with the Auto-import orders switch, the time selection and the note about stocktaking

When the import is active, a note under Inventory › Orders tells you when orders are imported.

Good to know

  • Orders delivered before a stocktaking are not imported automatically afterwards. So import all open orders yourself before you start a stocktaking.
  • If you want to correct quantities or prices, import the order yourself before the set time: How do I import an order into Inventory?
  • You can import an order yourself at any time, even when the automatic import is switched on.
  • The setting applies to all locations of your company.