coopcycle / coopcycle-web

Logistics & marketplace platform. Only for worker-owned business.
https://coopcycle.org
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Add bulk order import option for Stores #1679

Closed joel-shiftdelivery closed 3 years ago

joel-shiftdelivery commented 4 years ago

In order to achieve something To allow for a smoother, more efficient, and scaleable workflow, allow customers to bulk import orders through their Store portal.

As a role As an admin, we receive multiple emails daily from customers with spreadsheets that we then need to download and import. Allowing Stores to import their own orders would make the workflow much smoother and more efficient for dispatching, while helping significantly reduce the number of emails that need to be actioned. As an admin, it would also make tracking orders for invoicing much easier, as that data could easily be pulled form CoopCycle. This currently is a much more manual process with a google spreadsheet right now.

As a Store owner, this would allow them to see automatic confirmation when orders are received, confirmed, and delivered compared emailing the orders to us for import, which gives the Store no visibility. Alternately, if Stores were to enter the dozens of orders we are emailed daily through the Store portal now, that would take significantly longer.

I want something to be added or changed Allow spreadsheet imports by a Store owner so they can upload bulk orders for us to deliver. This would be fine to use the existing order import template.

Whereas currently this happens Currently, we have a number of customers that download orders from their e-commerce stores in the template formate and email them to us. We do not have Stores set up for them yet, as they have dozens of orders daily and it would take significantly longer for them to manually input each order into the Store ordering portal, which is the other option currently.

Additional context With large numbers of order (5-50+), it is not efficient to use the existing Store setup to get those orders into CoopCycle. To work around this, we have the Stores email their spreadsheets to us, and we manually download and import them through the Admin interface. We currently receive about 6-15 batches of orders this way currently. It would vastly improve experience on for both us and the customer to allow them to have a specific Store portal where they could directly upload their orders.

vladimir-8 commented 4 years ago

looks similar to #1156

joel-shiftdelivery commented 4 years ago

looks similar to #1156

Yes, thank you! I thought I saw it before, but didn't find anything when I tried searching open issues.

Duplicate of #1156

joel-shiftdelivery commented 4 years ago

A few more requests for this: it should have similar fields to the current csv import from the Admin page, such as: