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Create Outbound Orders in Bulk

Create outbound orders more efficiently with the Bulk Order Import tool. It reduces repetitive data entry, helps prevent errors, and provides a fast and reliable method for managing high-volume order…

NIr Malchy
Updated by NIr Malchy

Create outbound orders more efficiently with the Bulk Order Import tool. It reduces repetitive data entry, helps prevent errors, and provides a fast and reliable method for managing high-volume order creation.

Use the Bulk Order Import tool to create multiple outbound orders at once and streamline your fulfillment workflow. In the Outbound module, click CSV Upload to open the Bulk Order Import screen.

You can build orders using two workflows:

Import a CSV File

With this method, you can create orders for multiple Destinations with a single CSV file upload, but for each Destination, you can create only one order.
  1. Go to the Outbound Module
  2. Click CSV Upload to open the Bulk Order Import screen.
  3. Click Download template to get a clean CSV with the proper columns.
    Download template
  4. Open the template and update it using the CSV Edit Notes below.
  5. Click SELECT FILE to upload your completed CSV.
    Select File
  6. Click Preview & Edit to review your data and make adjustments directly in Flourish if needed.
  7. Use the reference tabs — "Instructions", "Preview & Edit", "Destinations", "Sales Reps", "Distributors" — to verify names, IDs, and other required values. Refer to the CSV Edit Notes Section below.
  8. Click Validate & Import to begin the validation process.
  9. Fix any errors shown, then click Validate & Import again.
    See Validation Error Example.
  10. After validation succeeds, click Confirm to create the orders.
    confirm
  11. Flourish displays a progress indicator and a final confirmation when all orders are created.
  12. Use Download again, Upload another, or Done, depending on what you want to do next.

Copy an Existing Order

  1. Go to the Outbound Module
  2. Click CSV Upload to open the Bulk Order Import screen.
    CSV Upload
  3. Use the Copy Existing Order dropdown to choose the order you want to copy.
    Copy Existing Order dropdown
  4. Click the order ID to load its details into the importer.
    Click the order ID
  5. Select how you want to proceed:
    1. To add or remove order lines, click Download, then open the CSV on your computer to edit it. After updating the file, please return to the Bulk Order Import screen to upload it. Refer to the Import a CSV File workflow (Step 5) for the next steps.
    2. Click Preview & Edit to review and adjust the copied order lines directly on-screen—no download required.
  6. After clicking Preview & Edit, Flourish opens the Preview & Edit tab so you can update quantities, pricing, destinations, or other line details as needed.
    Flourish opens the Preview & Edit tab
  7. Use the reference tabs — "Instructions", "Preview & Edit", "Destinations", "Sales Reps", "Distributors" — to confirm valid values while editing. Refer to the CSV Edit Notes Section below.
  8. When you’re ready, click Validate & Import.
    Validation
  9. If errors appear, correct the highlighted fields and click Validate & Import again.
    See Validation Error Example.
  10. After a successful validation, click Confirm to create your new orders.
    Confirm to create your new orders.
  11. Flourish displays real-time progress and a success message once everything is complete.
    Progress and Success
  12. Use the final options:
    1. Download again to save the CSV you used
    2. Upload another to start a new import
    3. Done to close the window

CSV Edit Notes

• Each row represents one order line.

• All rows sharing the same Destination become a single order.

• Order-level fields (CustomerPO, InvoiceDate, SalesRep) are taken from the first row for each Destination group.

• You don’t need to repeat order-level fields across multiple rows.

• Hover over the Row column to add or remove rows.

• Hover over a cell to copy or clear its contents.

• Reference lists for Destinations, Sales Reps, and Distributors are available in the "Destinations", "Sales Reps", and "Distributors" tabs.

• CSV column definitions appear later in the article.

Tips & Best Practices

• Start with a small test file if it’s your first time using the importer.

• Match Destination names exactly with the values in the "Destinations" tab to avoid validation errors.

• If copying an existing order, double-check pricing, CustomerPO, and dates before importing.

• Use the row and cell tools in Preview & Edit to make quick adjustments without re-uploading your CSV.

• Save a customized version of the template if you frequently import similar orders.

• Use spreadsheet filters to review large files before uploading.

• Make edits directly in the importer whenever possible—it's faster and helps ensure accuracy.

• Run validation early to catch formatting issues before confirming.

• Check the "Destinations", "Sales Reps", and "Distributors" tabs whenever you see repeated validation errors.

• After a successful import, use Download again to keep a record of the processed file.

Validation Error Example

In this example, the 'Destination' is missing from line 3:

Click the > sign to expand and see the error

Video Tutorials

The Bulk Order Import Screen

Create Outbound Orders

Import a CSV File

Copy an Existing Order

How did we do?

Set a Default Distributor for your Outbound orders

Change Facility - Move an Outbound Order between Flourish Facilities.

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