Articles on: Sales

Creating orders in bulk

In Handy, you can create orders in bulk using an Excel template.

To do this, you'll need to purchase the *Web Orders* module.

Once you've purchased the module, or if you're still in the module's trial period, go to *Orders*, click on *+ Create*, then select *Create with Excel template*.

This will take you to the next screen, where you'll download the Excel template to fill out with your orders' information. Click on *Download* to get the template.

The template has the following fields:

*Client:* Code identifying the client the order is for. *This is a mandatory field.*
*Product:* Code of the product being sold. *This is a mandatory field.*
*Amount:* Quantity of the product being sold. *This is a mandatory field.*
*Type:* The order type corresponding to that order.
*Price list:* The special price list being used for the order.
*Price:* You can choose specific prices for the products in the order. *These prices apply only to this order and won’t overwrite the client’s standard product prices.*
*Date:* The date and time when the order was created, in DD/MM/YYYY hh:mm:ss format.
*Delivery date:* The date and time for scheduled delivery, in DD/MM/YYYY hh:mm:ss format.
*Comments:* Any additional comments for the order.
*Billable:* You can specify if the order is billable.
*Billed:* You can specify if the order has already been billed.

For each template you want to import, consider that they have a limit of a maximum of 500 orders and 100 products per order.

When an order is created using a template, it will have the label "*Created using template*".

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Updated on: 04/02/2026

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