Upload Items from Excel

One exciting feature with the new Grote Web Portal is the ability to upload an order directly from an Excel Spreadsheet. 

 

To upload a spreadsheet first you need to create a spreadsheet following the rules listed on the Upload Spreadsheet page.  These rules are listed below. 

 

Spreadsheet format rules

  1. You are free to add any contents (like text) in Row # 1. Contents for Row # 1 will NOT be uploaded. Rows from Row # 2 and up to Row # 1000 will be uploaded.
  2. Column 1 MUST be the "Item Name" and Column 2 MUST be "Item Quantity". Any additional Columns after Column 2 will be ingnored.
  3. A MAXIMUM of 999 items can be loaded at one time from the Excel. Any rows after Row # 1000 in the Excel WILL be ignored. If you need to upload more than 999 items, you will need to upload them in multiple batches of a maximum of 999 items at a time.
  4. Item quantity (Column 2) MUST be greater than zero and a maximum of 999.
  5. Sheet Name is mandatory. Please specify the correct sheet name.

 

Once your spreadsheet has been created go to the Upload screen by selecting the Upload Items from Excel option under the Customer Self Service menu.  Once the option has been selected the screen below will appear. 

Rounded Rectangular Callout: 1

 

Click the Browse Button and select the Excel file from your desktop that you would like to upload.  After selecting the file click the Upload to Cart button (see 2 above).

 

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