Best practices for importing sales orders in the 3PL Client Portal

Overview

To help you avoid common errors and streamline your workflow, here are some key best practices for importing sales orders into the 3PL Client Portal. Follow these tips to ensure smooth uploads, clean data, and easy order verification.

✅ Before You Begin: Data Preparation

Use the official Excel template

Always start with the sample file: OutboundOrder - Sample.xlsx
This ensures column headers are correct and formatting is compatible

Know your field types

🟨 Yellow fields are mandatory – Every row must include these
🟩 Green fields are optional – Helpful for accuracy but not required

Clean up your data

Double-check for:
- Missing required fields
- Incorrect formatting (dates, numbers, etc.)
- Extra blank columns or rows
- Hidden characters or copy/paste issues
Delete any rows that don’t need to be imported
Remove any duplicate Customer PO numbers

📁 Importing the File

Keep imports small when testing

Start with a handful of rows to validate formatting before uploading large files

Monitor upload success

Check the import status after submitting
If you see “Error,” review the message for specific issues and re-upload after correction

Save the ERP Document Number

This number is generated upon successful import and used for all order-related activity

🔍 After Import: Verification

Verify in both 3PL Documents and Wholesale Orders

In the 3PL Documents screen: confirm import status and PO alignment
In Wholesale Orders: use either the S/O # or Customer P/O # to confirm details

Check order lines

Open the order and check that all products, quantities, and prices imported correctly

🚨 Troubleshooting Quick Reference

Issue	Likely Cause	Solution
File won’t upload	Wrong format	Save as `.xlsx` and check template
Error status	Missing or invalid field	Check mandatory fields and data types
Order doesn’t appear	Import incomplete or filters applied	Re-check 3PL Documents and Wholesale Orders screens
Product mismatch	Incorrect SKU in file	Verify against your SKU list

Bonus Tip

Keep a folder of previously successful import files—you can reuse formatting or reference field structures when making new uploads.