How do I verify imported sales orders in the 3PL Client Portal?

Overview

After uploading your sales orders into the 3PL Client Portal, it’s important to confirm that the import succeeded and that all orders were mapped correctly. This guide walks you through verifying the status of your upload, checking for successful imports, and locating the corresponding ERP document numbers.

Step 1: Navigate to the 3PL Documents section

• Navigate to the 3PL Client Portal.

• On the Import/Export menu, click 3PL Documents.

• Click Apply to refresh the list with the latest entries.

• Locate your recently uploaded file at the top of the list.

Step 2: Check the import status

Each row includes a Status field showing:

• ✅ Success – All rows imported successfully.

• ❌ Save Data Failed – One or more issues prevented the import.

You can also check the Summary Info column to confirm:

• The file name you uploaded.

Step 3: Access order details

Click the Document # in the row to open more detailed information.

This screen displays:

• Customer P/O Number – The PO number from your Excel file

• ERP Document Number – The internal system ID assigned during import

This link between your customer’s PO and the ERP document is critical for downstream tracking and fulfillment.

Step 4: Cross-reference with order data

If needed, copy the ERP Document Number (S/O #) and search for it in the Wholesale Orders section to confirm the order’s line items, quantities, and pricing.

Go to Outbound > Wholesale Orders to find this.

What’s next?

If your import did not succeed, continue to:
👉 How do I fix sales order import errors in the 3PL Client Portal?