Composer - Importing Orders

Imported orders can then be used for:

• Production planning
• Packing and logistics
• Generating and sending invoices (e.g. for credit orders)

1. Before you start

You’ll need:

• Access to your Slerp Controls dashboard
• Composer enabled on your account
• At least one order placed via your Slerp online store or created in Controls

If you are using 100% basket discounts and credit orders, see:
Managing credit orders with discounts and invoicing for how importing fits into that workflow.

2. Accessing Composer

1. Log in to your Controls dashboard.
2. In the left-hand navigation, click the Composer icon.
3. A new tab or window will open showing your Composer dashboard.

From here, you’ll use the Production area to find and import orders.

3. Understanding the import flow

Orders are imported into Composer from the Production tab:

1. Select the store(s) you want to include.
2. Choose the date or date range of orders.
3. Open the Import tab to see eligible Slerp orders.
4. Filter by order status (e.g. Accepted, Pending).
5. Use Import or Import All to pull orders into Composer.

Once imported, orders appear under the Orders tab, where you can:

• Review and manage them for production, or
• Generate invoices (e.g. for invoice-based credit orders).

4. Step-by-step: Importing orders into Composer

Select Stores

1. In Composer, go to the Production tab.
2. Click Select Stores (or your store selector control).
3. Tick the store(s) whose orders you want to import.
   • If a store is removed from this selection, its orders will not be shown in the Import view.
   • Re-add any stores if you notice orders “missing” from the list.

Confirm your selection before moving on.

Choose the date or date range

In the Production view:

1. Use the date picker to select:
   • A single day, or
   • A start and end date if you want to import orders for multiple days (for example, a weekend or an entire week).

Composer will then show orders for the selected store(s) and date range.

Open the Import tab and filter by status

1. Click the Import tab within the Production area.
2. Check the Status filters:
   • Make sure you have selected the statuses you want to import, such as:
     • Accepted
     • Pending
     • (Any other relevant statuses you use operationally)

If an order isn’t appearing, it’s often because:

• The store isn’t selected,
• The fulfilment date isn’t in your chosen date range, or
• The order’s status isn’t included in your status filters.

Adjust these and refresh if needed.

Import single orders or multiple orders

The Import tab lists all Slerp orders matching your:

• Store selection
• Date range
• Status filters

You now have two options:

Import a single order

• Find the specific order in the list (you may use search if available).
• Click Import next to that order.

This is useful if you want to import one order at a time (for example, to test or to handle a specific corporate order).

Import all visible orders

• Click Import All to import all orders currently listed for the selected date range, stores and statuses.

This is useful for daily or batch processing (e.g. at the start of the production day).

5. What happens after importing?

Once an order is successfully imported:

• It appears in the Orders tab in Composer.
• You can use it for:
  • Production planning and packing
  • Exporting to third-party logistics (3PL) if configured
  • Generating and sending invoices to customers (e.g. for credit orders)

Reviewing imported orders

1. Go to the Orders tab in Composer.
2. Find the relevant order (e.g. by order number, customer name, or date).
3. Click the order number to view full details.

From here you can:

• Review products, quantities and fulfilment details.
• Make limited adjustments where supported (for example, some quantity or line changes if your configuration allows).

Note: Some fields on Slerp-imported orders are locked and cannot be edited in Composer (for example, certain customer or billing details). If you need changes outside what’s editable here, handle them via your normal Slerp/finance process.

6. Using imported orders for invoicing (optional)

If you’re using Composer for invoicing (for example, for credit orders):

1. Open the order in the Orders tab.
2. Check all details are correct (as far as they can be edited).
3. Click Generate Invoice (or the equivalent invoicing action in your UI).
4. Composer will:
   • Create an invoice using:
     • Your invoice settings (business details, numbering), and
     • The Default Customer payment terms.
   • Use pricing from the original order in Slerp, ignoring any 100% basket discount applied at checkout.
   • Offer to email the invoice to the customer and to your accounts team (depending on settings).

7. Troubleshooting and tips

Orders not appearing in Import tab

• Check:
  • Stores – correct store(s) selected.
  • Date range – matches the fulfilment date of the orders.
  • Statuses – the order’s current status is ticked.

An order appears in Controls but not in Composer even after checking filters

• Confirm the order:
  • Belongs to the Slerp account linked to this Composer instance.
  • Is within the supported statuses for import (if there are any statuses Composer does not accept, follow internal guidance).

Accidentally imported the wrong orders

• You can ignore unwanted orders in the Orders view if they were imported by mistake.
• If you need them removed or corrected, follow your internal operational process (e.g. mark cancelled, note as test, or liaise with Support if removal is strictly required).

Batch vs single import

• Single-order import is safest when testing or handling a one-off corporate order.
• Import All is efficient for daily production runs; just make sure your filters and store/date selections are correct.