Importing - Sales Order Easy
Purpose:
This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once.
Required Fields:
-
New Records: Customer PO, Customer, Ship To, Item, qty
- Existing Records: N/A
Mapping Tips:
- The Customer PO is the record identifier. So if trying to use this import to create multiple Sales Orders make sure each Sales Order is separated by Customer PO
- Because Customer PO is the record Identifier you should have the preference turned on to prevent duplicate Customer POs to help eliminate mistakes
