{% extends 'layouts/base.html' %} {% block content %}

Import Sales Orders

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{% if not import_headers %}
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Upload a file first. The next screen lets you map each spreadsheet header to the corresponding sales field.

{% else %}
{% for field in import_columns %} {% endfor %}
CRM FieldSpreadsheet Column
{{ field|replace('_', ' ')|title }}{% if field in ['lead_mobile', 'sale_date'] %} Required{% endif %}
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Lead Mobile is mandatory and must match an existing lead's primary or alternate mobile. If Customer Name is not mapped or blank, the linked lead name is used; when no name exists, it is stored as Unknown.

{% endif %}

Required template columns: lead_mobile and sale_date. Optional: customer_name, client_type, start_date, due_date, amount, discount, payment_status, bank_account, product, quantity, unit_price, tax_percent, notes. When amount is blank it is calculated from quantity, unit_price, tax_percent and discount.

{% endblock %}