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Importing Sales Orders
When a customer provides a sales order in XLS form - you can import it into the system
Flag the customer - Places Bulk Orders
This allows you to save a sales order with no lines on it.
Put the customer in the sales order screen and save it.
- Customer identified
- Save order - will get an order number
- Drag and drop the xls on the screen > Edit Button > import (Columns : SKU, Qty, Price)
Alternatively you can simply enter and then save the first line on the sales order - then to do the import. Each sku can only be once on a sales order once.
Importing Sales Order History
Sales Order screen > Clear > drop XLS on the screen > Edit Button Menu >
Columns in the spreadsheet
| Outlet | Order Number | Create date | cust number | sku | description | quantity | each | person | |
|---|---|---|---|---|---|---|---|---|---|
| Optional or mandatory | Optional | Mandatory | Mandatory | Mandatory | Mandatory | Optional | Mandatory | Mandatory | Optional |
| Details | used if multi-entity upload | Add $IMP or other prefix to the orders so they can be easily identified | order date | customer code | sku code | sku description | qty shipped | price | notes on sales order |
string col = c.ToLower().Replace(" ", "");
if (col == "outlet") excel.addMapping("context", i);
else if (col.Contains("order") && col.Contains("number")) excel.addMapping("code", i);
else if (col.Contains("date") && col.Contains("creat")) excel.addMapping("date", i);
else if ((col.Contains("cust") && col.Contains("number")) || col == "customer") excel.addMapping("cust", i);
else if (col == "sku") excel.addMapping("sku", i);
else if (col.Contains("description")) excel.addMapping("itemdesc", i);
else if (col.Contains("fulfilled") || col.Contains("quantity")) excel.addMapping("qty", i);
else if (col.Contains("each") || col.Contains("price")) excel.addMapping("each", i);
else if (col.Contains("person") || col.Contains("notes")) excel.addMapping("notes", i);
For information about SaaSplications go to http://saasplications.com.au