09. Import Manufacturing Orders by CSV

When you need to create many manufacturing orders at once, you can upload them from a CSV file instead of building each one by hand. Qoblex reads each row, matches your manufacturer, location, and finished product, and creates a draft production order with its component lines already filled in from the bill of material.

This article shows you how to open the import tool, download the template, fill in each column correctly, and understand what Qoblex does with a valid row. After reading it you will know exactly which columns are required, how the finished product is matched, and why a row might be rejected.

Open the import tool

1. Go to Manufacturing.
2. Select Import… above the orders list. The Import Production Orders dialog opens.
3. Under step 1, Download a template, select Get template to download the CSV template.
4. Under step 2, Edit the CSV file, fill in your production orders using the columns below.
5. Under step 3, Upload the modified CSV file, select Upload your file and choose your completed CSV. The upload starts automatically.

Qoblex processes the file and shows a result list, then close the dialog with Close.

The template is generated with exactly the column headers below and no data rows. Always start from a freshly downloaded template so your headers match what the importer expects.

CSV field reference

The columns below are the exact headers the importer reads. Header text must match exactly, including capitalization and the parenthetical notes. Blank values in optional columns fall back to the defaults described here.

Between Finished Product Id, Finished Product Sku, and Finished Product Barcode, your values must resolve to exactly one bill of material. If they match zero products, or more than one, the row is rejected.

Production type rules

• Enter Disassembly (spelled exactly) to create a disassembly order.
• Any other value, including a blank cell or Assembly, creates an assembly order.
• Every imported order is created with the Draft status, regardless of type.

What Qoblex does with a valid row

For each valid row, Qoblex automatically:

• Finds the manufacturer by name and links it to the order.
• Finds the production location by name and sets it on the order.
• Finds the finished product’s bill of material by ID, SKU, or Barcode.
• Sets the quantity to produce and the yield quantity (yield defaults to quantity when blank).
• Loads the bill of material recipe and adds one line item per component.
• Sets each component quantity to Yield Quantity x component quantity.
• Sets each component cost to that component’s moving average cost.
• Saves the order as a Draft.

Because imported orders arrive as drafts, no stock is allocated or consumed on import. Stock movement only happens later when you start and complete the order.

Import results

After the upload finishes, the dialog reports how many orders were imported successfully and lists the reasons for rejected rows. Nothing is created for a rejected row, but other valid rows in the same file are still imported. The dialog shows at most 20 error reasons, so if a file has more than 20 rejected rows, only the first 20 reasons are listed even though every valid row is still imported.

Common import errors

Qoblex rejects a file or a row in these cases:

• Invalid CSV file. Please check the file format and try again — the file could not be read as CSV. The whole file is rejected.
• Order <number> has already been added – please use a different order number — the same Number appears more than once in the file.
• Order <number> the specified manufacturer ‘<name>‘ could not be found — the Manufacturer Name does not match an existing manufacturer.
• Order <number> the specified location ‘<name>‘ could not be found — the Location does not match an existing location.
• Order <number> Bill Of Material … not found — no product matched the ID, SKU, or Barcode you provided.
• Order <number> There are more than one finished Product that matched the search criteria … — your ID, SKU, or Barcode matched more than one product.
• Order <number> the item to manufacture is not a bill of material — the matched product is flagged as a bill of material but has no components (an empty recipe).

Troubleshooting import problems

If a file will not import or rows are rejected, work through the checks below.