Process orders

Quick order and cart import

Buyers who already know the article numbers should not have to browse. Upload a CSV of SKUs and quantities instead.

A professional buyer with a parts list in front of them does not want your category tree. They want a box to paste forty article numbers into. Quick order — Fast Product Entry, Schnellerfassung — is that box, and cart import is the same idea with a file.

Before you begin. Quick order needs SKUs your buyers actually use. If your customers order against their article numbers rather than yours, that mapping has to exist somewhere first — see the note on customer article numbers below.

Why this matters more than it looks

A B2B buyer arrives with the article numbers already decided: from a drawing, from their ERP's reorder proposal, from last year's order. Every screen you make them pass through is friction that a phone call to your Innendienst avoids.

Quick order is also the single feature that moves telephone and fax orders online. A buyer who can paste their list in twenty seconds stops sending the fax — and that is the actual business case for the shop, not the product pages.

The two shapes

ShapeWhat the buyer does
Quick order formTypes or pastes SKU and quantity pairs into a form in your storefront
Cart importUploads a file — typically CSV exported from their own system

Both end in the same place: lines in a cart, priced with the buyer's own prices, ready for a normal checkout.

Import and export profiles

What a file is allowed to look like is defined by an import/export profile. Find them under Order Management › Carts › Import/export.

FieldMeaning
nameWhat the profile is called
directionimport or export
entitycarts or cart_items — a whole cart, or only its lines
formatjson or csv
mappingColumn mapping: each entry maps a column in the file to a field
apply_modeinsert, append or replace

apply_mode is the one to get right:

  • append adds the file's lines to what is already in the cart. Identical product lines merge and quantities accumulate.
  • replace swaps the cart's contents for the file. Set semantics — whatever was there is gone.
  • insert creates.

For a buyer's quick-order upload, append is almost always what they expect. A buyer who uploads a second file and finds the first one gone will not upload a third.

The templates that ship

Four profiles are seeded on install:

ProfileWhat it is for
cart-export-jsonCanonical export — re-importable, loses nothing
cart-export-csvSpreadsheet export for a human
cart-import-jsonThe canonical import
cart-import-csvThe quick-order shape: sku,name,quantity,unit_price

Start from cart-import-csv and adjust the mapping to match what your customers' systems actually export. Restore templates on the same screen brings the defaults back if you need a clean reference.

The buyer-facing upload lives in your storefront. The Cockpit screen defines the profile — the columns, the format and the apply mode. The box the buyer pastes into, and the file field they upload to, are part of your storefront's checkout and cart pages.

The CSV rules that decide whether it works

The same rules that break product imports break cart imports, for the same reasons:

  • UTF-8. Excel's default CSV export on Windows often is not, and it is what turns Größe into Größe.
  • Leading zeros. Excel eats them. A SKU of 0041711 becomes 41711 and matches nothing. Format the column as text before typing anything.
  • Decimal separator. 10,5 read as a thousands separator becomes 105. Quantities are the field where this hurts.
  • Exact SKUs. The article number has to be the one in your catalogue, not a variant of it with a different separator.

The same ground is covered in more detail in Prepare your import file — the mechanics are identical.

Customer article numbers

The common request behind quick order is: our customers order against their own article numbers, not yours. Two honest answers:

  1. Order lists carry it. A list position holds the buyer's own article number alongside your SKU, so a buyer ordering from their maintained list sees their number. See Order lists and recurring carts.
  2. A cross-reference in the catalogue. If buyers must be able to paste their numbers into a fresh quick-order box, those numbers have to be searchable article data — an attribute on the product, or a reference entity. That is a catalogue modelling decision, not a cart setting. See Attributes.

Which price the upload gets

A cart line carries the price it was created with, and the price the catalogue says now. Which one an order is booked on is a tenant setting — snapshot or current — and it matters most exactly here: an uploaded cart sitting for two weeks over a price change is the case the setting exists for. See Checkout configuration.

What to check

Run one real file through, then open the cart under Order Management › Carts:

  • Every line arrived, and the count matches the file.
  • SKUs matched — a line that came in as an unrecognised article is the loudest possible signal that your leading zeros are gone.
  • Quantities are right, including any with decimals.
  • Prices resolved to the buyer's prices, not to list prices — Check which price a buyer sees if they did not.
  • Umlauts are intact in the line names.

Test with ten rows before you tell a customer the feature exists. Always.

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