Import Sales Line Items

Have been looking at manager for quite some time, been on the edge to start using it for production purposes, but the main thing holding me back is some automation. There is no easy way to create a new invoice and import line items for that invoice.

My orders get generated with woo commerce and some of my orders are over a 100 line items, the nature of the product I sell. To replicate the same order manually without mistakes is a painful and time consuming process. It is no problem to export line items from woocommerce, but there seems to be no easy way of importing them into manager. I don’t ask for a direct interface with woocommerce (my current solution populates my accounting software automatically for woocommerce orders, just a button yo approve it), but an easy way to just import line items would be great.

I know this has been asked many times, everytime the response is it is the nature of a relational database, which absolutely does not make sense to me. First of all an item code should be unique regardles of what internal hex code you use. Many other solutions you can import a simple csv/xls etc

Batch create may achieve the functionality you need.

To understand what is required manually enter a few invoices then look at them with batch update.

In production you will probably want to use an external database / spreadsheet program to convert woocommerce to Manager batch create format. VLOOKUP or equivalent to populate GUID entries.

Also have a look at Search results for 'woocommerce' - Manager Forum

I looked at that, to get the GUID’s is not really the problem, but the export/import format for manager requires all the line items in one row. It would be great if you can create an invoice and within that invoice have the option to batch import the line items (with each line item in its own row )

you are correct when viewing the batch import / create file, the file has some structure:

  • there is a different delimiter for end of line item vs end or transaction (invoice / Receipt / Payment)

  • When viewing the batch file in a spread sheet the end of line item character starts a new line in the spread sheet cell but the end or transaction character starts a new row in the spread sheet.

In practice you will want to automate this process with formulas or macros and the file structure creation would be automated.
You can create the file manually also. In a spread sheet a new line can be entered within a cell by typing

I looked at automatically creating the file structure, but I don’t think it viable. Most probably going to use a barcode reader to use data entry, until the batch import can be done with line items on a single line for each line item