3PL Warehouse Manager

Understanding Flex Header and Standard Import Templates

0.7 min read

| September 11, 2025

When importing orders or receipts, there are currently two options each for import—'Flex Header' import templates and the standard import templates.

Understanding the Differences

  • Flex Header allows for more flexibility editing headers and flex fields to come in receivers and orders.
    • Receiver and Order
    • All headers that are present must be used.
    • You have to save in a header-based text tab.
    • Benefits
      • Order - can import something as incomplete
      • Both - can save both types of custom fields: the saved elements on the order - applies just to the order) or line item saved elements (ex. Gross Weight, anything you need to apply a data value to that the system doesn’t already account for)
      • Both - Custom fields capture custom information in two ways: to include additional information under the Custom Order Info section on a transaction, or for the addition of a transactional line item when you want to have additional grid columns. (Customers > Custom Fields - where you create them and make them optional/mandatory)
      • Custom fields purpose: create custom, trackable data field throughout the system - can get custom reports made - used in EDI
  • Standard templates are not flexible.
    • You only have to use the blue headers.
    • All have to save in text-tab delimited with no headers.
    • Item Alias -

*Compare different fields!!!

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