COSnet Bulk Add to Cart Upload User Guide
Welcome to the Bulk Add to Cart Upload tutorial!
This page is designed to streamline and simplify your COS ordering process, making it faster, more efficient, and user-friendly. Whether you’re managing a large volume of items or simply want a speedier way to place regular orders, this tool allows you to upload your product list directly using a pre-formatted Excel (CSV) template. This feature reduces the need for manual data entry by enabling quick bulk uploads.
In a few simple steps, you can prepare your order, upload it into the system, review and edit items as needed, then seamlessly transfer everything to your shopping cart for checkout.
To begin, follow the step-by-step instructions outlined below:
How it Works:
Step 1: Download the Template
You will need to click on the ‘Download Template’ button to obtain the pre-formatted .CSV Excel template for you to fill out. Be sure to save the document to your computer.
NOTE: File format is CSV, does not accept .XLS OR .XLSX
Step 2: Enter Your Order Details
Open the downloaded template and enter your COS Codes in (column A) and desired quantities (Qty – Column B) and a comment/note for the item, if applicable in (line note-column C). Note: The form accepts both uppercase and lowercase text.
Step 3: Upload Your Order
Click ‘Upload Bulk Items’ to begin, then locate and select your saved order file from your computer. Click ‘Open’ to upload it.
Step 4: Review and Edit
Your uploaded order will be displayed in the grid below. You can now review the information and make any necessary adjustments.
For example:
i). Change Quantities: Double click on the product line you wish to change in the grid, press enter to complete the edit.
ii). Remove Items: Tick/click the boxes on the left-hand side of the products you wish to remove and press the ‘Remove Product’ button.
iii). Add Products: You can add more items to your order in the Search Products box.
The Status column will now display additional details about your product’s availability. It will indicate if your COS Code has been entered incorrectly and/or provide information about current stock levels. If the available stock does not meet the quantity you require, you will need to manually adjust your order quantities accordingly.
Step 5: Add to Cart
Once you’ve reviewed and finalised your order, click the ‘Add Products to Cart’ button.
This will transfer your order to the shopping cart, where you can proceed with the checkout process.
Important Notes:
- Your order will not be saved until you click the Check Out button.
- Do NOT refresh or leave the page, or your order will be lost.
- To avoid errors, ensure the template is completed accurately and correctly.
- It is recommended to use the original .CSV file format of the downloaded template to ensure a successful upload.
- You may customise the downloadable template to add any business notes or images, as long as the first three columns remain unchanged.