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CSV Bulk Ordering

by Oporteo
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Overview

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This module enables customers to upload CSV order files so they can quickly and easily order large quantities of products from your Magento store. It’s the perfect module for B2B stores because it allows recurring users to perform repeat or similar, orders on a regular basis. It can also be loosely coupled to your customer's EPOS system. The module automatically generates simple and configurable CSV’s of product price lists and virtual products. This makes CSV ordering more accessible to customers who want to explore your whole product range.

 

Business Benefits

  • Essential for B2B Customers 

The CSV order upload module is an essential part of any B2B Magento e-commerce site. Customers are often familiar with your product range and will order many products in large quantities. However, the traditional e-commerce browsing experience can sometimes be too long for them. By leveraging the CSV order upload module, they can make their order times faster. Even compared with traditional B2B channels such as telesales.

  • Easy EPOS Replenishment 

Allow loosely coupled integration to your customer's EPOS system to make ordering even easier for them. Many EPOS providers allow CSV extracts when replenishing, so ask your customers to directly upload the CSV to the ‘CSV order upload’ module and remove the manual rekeying process.

 

Features

  • Customer order CSV upload 

Allow your customers to upload CSV's with SKU and quantity pairs to allow for the quickest possible method of bulk ordering.

  • Generate price list order files automatically 

This optional functionality allows customers to download price lists templates of your product range. A CSV with SKU, product name, and the price will be produced. Customers can then enter the order quantity within the specified column. You can enable/disable this functionality in the admin panel. 

  • Perform CSV file validation 

When a customer uploads a CSV order to your store, validation will take place before the order is added to the customer's basket.

Validation includes:

  1. File Format
  2. Quantity in Stock
  3. Product Exists
  • Easy to understand error feedback 

If there are any issues with an order uploaded via CSV, the module will give the customer easy to read and non-technical feedback. For example out of stock messages or incorrect product SKU's. 

  • Multipart upload 

Multiple CSV’s can be uploaded so that a complete order can be built over a number of different sessions.

  • Empty cart 

The empty cart button on the order upload screen allows customers to easily reset their carts if they have made a mistake in their order. 

  • Template download 

Customers can download an empty CSV order template to easily get started with CSV ordering.

Technical Specifications

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Seller profile

Oporteo

Seller contact

E-mail

Current Version

7.4.0

Adobe Commerce platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current), 2.1 (obsolete), 2.2 (obsolete)

Type

Stable Build

Updated

06 June, 2022

Categories

Extensions, Sales

Documentation

User Guides

License Type

Open Software License 3.0 (OSL-3.0)

Policy

Privacy Policy

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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8.4.0:

  • Compatible with Open Source (CE) : 2.4
  • Stability: Stable Build
  • Description:

    Update composer json file

7.4.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    Added version to composer.json

1.0.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    First Release

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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