Order Management System. What's new
← Version 1.33.0.0

Upload New Customers

  1. Upload Customers button was added to the “Add New Customer” multi-button:
    • always enabled;
    • after clicking on the button, the message is displayed:
      • Text: “Please, be sure that excel or csv file contains next columns in proper order”;
      • Columns:
        1. Company;
        2. Last Name;
        3. First Name;
        4. Title;
        5. Customer Type;
        6. Street;
        7. Street 2;
        8. City;
        9. State;
        10. Zip;
        11. Ship addr Name 1;
        12. Ship Full name 1;
        13. Ship Company 1;
        14. Ship Street 1;
        15. Ship Street 2;
        16. Phone 1;
        17. Ship city 1;
        18. Ship State 1;
        19. Phone 2;
        20. Ship Zip 1;
        21. Atl Contact;
        22. Atl Phone;
        23.  Use With QB(Yes/No);
        24. Accept Checks(yes/No);
        25. Use Charge Account(Yes/No);
        26. Disc %;
        27. Last Sale;
        28. Tax-exempt;
        29. Email;
        30. Email Notification(Yes/No);
        31. Past Due;
        32. Rewards Member(Yes/No);
        33. Customer Reward ID;
        34. Notes;
      • Cancel button -> after clicking on the button, the pop-up is closed;
      • Browse button -> after clicking on the button:
        1. the pop-up is closed;
        2. the window for selecting a file is opened;
        3. once the file has been uploaded:
          • if were found errors, the message is displayed:
          • if the file can’t be parsed, the message is displayed:
          • if some customers have been parsed -> the “Upload Customers” panel is opened;
  2. “Upload Customers” panel:
    • Filter:
      • Name -> Search by customer Name;
      • Show only not created Customers checkbox:
        1. by default not check;
        2. if the checkbox is checked -> displays in datagrid only Customers who not exist in the system;
      • Refresh;
      • Reset;
    • Upload File button -> after clicking on the button:
      1. the window for selecting file is opened;
      2. if were found errors, the message is displayed:
      3. if the file could not be parsed, the message is displayed:
      4. if some customers have been parsed -> such customers are added to the datagrid;
    • Create Customers button:
      • disable if:
        1.  no one customer is checked;
        2. checked already created customers;
      • after clicking on the button:
        1.  the checked Customers are created;
        2. if a Customer has been already created in the system he is skipped;
    • Delete Customers button:
      • disable if no one customer is checked;
      • after clicking on the button:
        1.  the checked Customers are deleted from the datagrid;
    • Datagrid:
      • is only for reading;
      • Customer Name displays the “Company” from the file. If the customer does not exist in the system ->the validation is displayed;
      • First Name displays the “First Name” from the file;
      • Last Name displays the “Last  Name” from the file;
      • Job Title displays the “Title” from the file;
      • Customer Type displays the “Customer Type” from the file;
      • Email displays the “Email” from the file;
      • Notes displays the “Notes” from the file;
      • Billing Address displays the next fields from the file:
        1. Street;
        2. Street 2;
        3. City;
        4. State;
        5. Zip;
      • Shipping Address:
        • the amount of Shipping addresses depends from the amount of the addresses in the file;
        • max can be 10 addresses;
        • if the address is empty for all customers -> Shipping Address column isn’t displayed in the datagrid;
        • displays the next fields from the file:
          1. Ship addr Name 1;
          2. Ship Full name 1;
          3. Ship Company Name;
          4. Ship Street 1;
          5. Ship Street 2;
          6. Phone 1;
          7. Ship city 1;
          8. Ship State 1;
          9. Phone 2;
          10. Ship Zip 1.