Order Import Service
A user guide to implement the RTP functionality which allows resorts to upload group sales orders into the system instead of entering them manually.
What It Is
Are you a resort that needs to enter in large group bookings into RTP but find it very time consuming to add in all the details to Customer Manager, create an order, sell the correct product to each person, etc? RTP has a tool to help with this exact scenario that isn't widely known. Called 'Order Import Service', it's a tool that allows users to import an Excel spreadsheet to create an order in RTP.
Steps the tool can do:
Create customers - first name, last name, & DOB
Create an order
Sell products
Create/update someone's Rental Profile
Installation
Install the RTP One Order Import Service on to the RTP One application server.
To do this, either follow RTP documentation or reach out to flaik's Managed Services team.
Contact flaik for a copy of the sample template spreadsheet.
Import File
Open the sample template spreadsheet.
Save the spreadsheet as a copy (eg give it a unique name so as to not overwrite the original template)
Update the fields in row 2 with the order details.
Update rows 4+ with customer & product details, creating a row per customer.
Order Details (row 2)
Order Type
Yes
System Administration > Transaction Management > Order Category
1. Consumer 2. Reseller 3. Reseller Direct 4. Reseller Indirect
Order Description
No
Can be whatever you like. eg 'Smith Primary School'
Customer ID
No
IP must be entered into either Customer ID or Reseller ID (or both)
Reseller ID
No
Only required for order types 2-4
Relationship Type
No
System Administration > Customer System Management > Relationship
1 Family Member 2 Friend 3 Employee 4 Group Member 101 Reseller Customer 102 Reseller Employee
Sales Channel
Yes
Product Administration > Product Property Management > Sales Channel
Sales Location
Yes
Quote Date
Yes
Arrival Date
Yes
Arrival Time
Yes
Format like '11:00:00 AM'
Departure Date
No
Delivery Date
No
Delivery Method
No
Product Administration > Delivery Management > Delivery Method
1 Default Delivery Method
Delivery Detail
No
Delivery Timeframe
No
Delivery Comment
No
Order Print Line
No
Order Comment
No
Reseller Reference
No
Customer Details
Customer IP Code
No
Customer First Name
No
Required if leaving Customer IP Code field blank
Customer Last Name
No
Required if leaving Customer IP Code field blank
Date of Birth
No
Required if leaving Customer IP Code field blank
DIN Age
No
Rental Administration > Rental Management > Rental DIN Age
0: 10- 49yrs 1: either 9yrs & under or 50yrs & over
DIN Weight
No
Rental Administration > Rental Management > Rental DIN Weight
DIN Height
No
Rental Administration > Rental Management > Rental DIN Height
DIN Skier Type
No
Rental Administration > Rental Management > Rental DIN Skier Type
DIN Shoe Size
No
Rental Administration > Rental Management > Shoe Size Type
DIN Goofy Indicator
No
Y / N
Product Header Code
Yes
Multiple can be entered if separated by the pipe symbol |
Product Date
Yes
Product Quantity
Yes
Required Fields
Although the grids above indicates some fields as being not required, that can change depending on what has been entered in other fields. Examples:
The Customer IP and Reseller IP are both listed an not required, but one field must be included.
If the Order Type is 2-4 (Reseller orders), then the reseller's IP must be included. The Customer IP can be left blank though, and the customers will be created in rows 4+.
If the Order Type is 1 (Consumer Order), then the customer attached to the order must be included.
eg - creating an order for a group such as a school. Create the School as a customer (if needed) and then enter in their IP# into the Customer field. Create the customers in rows 4+.
In the Customer Details section, either the IP or the First Name/Last Name/DOB must be filled in.
Rental DIN details - not required for non-rental items, but required if Rental Tools will be utilized to calculate DIN.
Rental Details
For the Rental fields, the following system defaults must be used. Customer weights or heights will need to be converted accordingly.
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