Hi @rahul2,
You can’t directly import sales orders. First, you need to import the necessary information in a specific order: customer group, territory, customer details (like address and contact), item group, unit of measurement (UOM), and items, among others. This sequential import helps prevent errors when importing sales orders. If your orders involve taxes, you also need to set up tax configurations. However, we generally do not advise importing transactions directly because it can lead to linking issues. For instance, even if you successfully import sales orders, delivery notes, and sales invoices, there might be problems with linking them together. Make sure you understand the document flow from sales order to delivery note and delivery note to sales invoice before attempting this process. Sometimes clients/users import transactions but later realize that the sales order status isn’t updating properly due to linking issues between documents.
I hope this helps.
Thank You!