The Excel module for the Order Fulfillment App does not require any special connection. Download the template, populate the fields, and upload it through the Excel Module within the app.
Table of Contents
Get the Excel Template
Column Descriptions
| Column Name | Type | Required | Description | Example |
|---|---|---|---|---|
| order_po | number | yes | A unique order identifier | 12345 |
| ship_first_name | text | yes | Recipient’s first name | John |
| ship_last_name | text | yes | Recipient’s last name | Doe |
| ship_company_name | text | no | Recipient’s company name | ABC Company |
| ship_address_1 | text | yes | Recipient’s street address | 123 Somewhere |
| ship_address_2 | text | no | Additional address information | Suite 12 |
| ship_city | text | yes | Recipient’s city or town | Sunshine City |
| ship_state_code | text | see description | The recipient’s official two-digit state code. Required if shipping within the United States | CA |
| ship_province | text | see description | The recipient’s province if outside the United States | |
| ship_zip | text | yes | Recipient’s zip or postal code | 12345 |
| ship_phone | text | yes | Phone number of the recipient or sender. This is required by USPS and UPS. Use your business phone number if not comfortable in supplying this. This will be the number UPS or USPS will use in the rare occasion they need to call someone about a shipment. | 123456789 |
| ship_country_code | text | yes | Recipient’s official two-digit country code | us |
| product_qty | number | yes | Number of copies | 1 |
| product_sku | text | yes | Product code found when setting up a print in P.O.S.T., our print ordering app, or the SKU from virtual inventory. | AP1234P1234 |
| shipping_code | text | yes | See shipping codes below | EC |
| product_image_file_url | text | see description | URL to high-resolution downloadable image file to be printed. Required if not using product code rather than a SKU from virtual inventory. | |
| product_thumb_url | text | see description | URL to preview what will be printed on the invoice. Required if not using product code rather than a SKU from virtual inventory. | |
| product_cropping | text | see description | Leave blank or use the word “crop” if you want the image to be cropped if it does not fit the size. Use “fit” to not crop. |
Shipping Codes
To be used in the shipping_code column.
| shipping_code | description | Transit Time Avg | Notes |
|---|---|---|---|
| EC | Economy | 3-7 days | Goes the least expensive method |
| SD | Standard | 2-5 days | Usually goes via UPS ground or USPS Priority |
| EX | Express | 2-3 days | Usually goes via Fedex/UPS 2-day or Priority Mail (whichever is estimated faster) |
| ON | Overnight | 1-2 days | Usually goes via Next Day Air or Express Mail. It may not be available for some orders, in which case the fastest method will be selected. |
FAQs
Excel
When you set up your billing and payment methods, each time your orders are successfully received by FinerWorks, the payment method you set up within your FinerWorks account will be billed.
You can submit multiple items within the same order by simply including the same PO for that row.
For instance, if you had an 8×10 print and a 16×20 print going to the same customer, you would duplicate the row of the first item (let’s say it is for the 8×10 print), and then change the product code or SKU in the duplicated row to reflect the 16×20 print.
If you don’t have Excel, we recommend using Google Docs’ spreadsheet or even Apple’s Numbers. There are also other free spreadsheet programs out there. You would populate the spreadsheet the same way, but then export it as an .xlsx document.
We recommend .xlsx or .xls files, which are the two types of Excel file extensions. Also supported are .csv files; however, be careful with .csv files since formatting issues can easily occur.
Most columns are required. Our Excel module documentation shows which ones are required.
You will have the opportunity to map your Excel document to the appropriate fields prior to submitting your orders if they do not match. In some cases, you may need to modify your Excel document prior to uploading it if the column formatting is too different.
The current limit is up to 50 orders at a time. This number may change in the future. If you have more than 50 orders, you will need to split them up into more than one submission.
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