{"id":4939,"date":"2026-07-17T17:16:53","date_gmt":"2026-07-17T17:16:53","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=4939"},"modified":"2026-07-17T17:18:33","modified_gmt":"2026-07-17T17:18:33","slug":"how-do-i-bulk-add-multiple-items-to-an-order-or-quote-in-the-web-console","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-bulk-add-multiple-items-to-an-order-or-quote-in-the-web-console\/","title":{"rendered":"How do I bulk add multiple items to an order or quote in the web console?"},"content":{"rendered":"<p>If you have a list of products and quantities ready to go (for example, copied from a spreadsheet or an email from a customer), you can add them all to a new order or quote at once instead of adding each product one by one.<\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>From the menu, click &#8216;Orders&#8217;.<\/li>\n<li>Click &#8216;Create&#8217; and then choose &#8216;Create a new blank order&#8217; or &#8216;Create a new blank quote&#8217;.<\/li>\n<li>Select a customer.<\/li>\n<li>You can add a contact person, shipping address, delivery date, reference and payment method.<\/li>\n<li>Click &#8216;Bulk Add Items&#8217;, next to the &#8216;Add Item&#8217; button.<\/li>\n<li>Paste your list into the text box. Each line should have one product name, product code, SKU or barcode, followed by a tab or a comma, and then the quantity. For example:\n<p>Item A,2<br \/>Item B,5<\/li>\n<li>Click &#8216;Preview&#8217;.<\/li>\n<li>You will see a table showing each line you pasted, the product it matched, the quantity, and a status.<\/li>\n<li>If a line shows &#8216;OK&#8217;, the product was found and will be added at the quantity you asked for.<\/li>\n<li>If a line shows a message like &#8216;Quantity adjusted from 10 to 2&#8217;, the quantity you asked for was more than is currently allowed for that product, so it&#8217;s been reduced automatically. It will still be added, at the reduced quantity.<\/li>\n<li>If a line shows &#8216;This quantity is not allowed for this product&#8217;, that product has already reached its allowed limit in your cart, so no more of it can be added.<\/li>\n<li>If a line shows &#8216;No matching product found&#8217;, none of your products match what was typed on that line. Check the spelling, or try the product code, SKU or barcode instead.<\/li>\n<li>If a line shows &#8216;Matches more than one product&#8217;, what you typed matches more than one product. Use a more specific product code, SKU or barcode instead.<\/li>\n<li>If you need to fix any lines, click &#8216;Back&#8217; to return to the paste box, edit the contents and try again.<\/li>\n<li>When you&#8217;re happy with the preview, click &#8216;Add Items&#8217;. A message will confirm how many items were added and how many were skipped.<\/li>\n<li>Continue building your order or quote as normal, then click &#8216;Save and Send&#8217; at the bottom of the screen when you are done.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If you have a list of products and quantities ready to go (for example, copied from a spreadsheet or an email from a customer), you can add them all to a new order or quote at once instead of adding<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4939"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=4939"}],"version-history":[{"count":2,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4939\/revisions"}],"predecessor-version":[{"id":4941,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4939\/revisions\/4941"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=4939"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=4939"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=4939"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}