Importing sales orders at this time is a 2 step process. First you import the Sales Order, like the customer and order number then you import the Sales Order Lines.
Tips for the Sales Order
- Make sure to include the Is New column and set the value to True. Otherwise Order Time will thinks its an update.
- If you want to fix the Sales Order No, include a Doc No column. Remember the Doc No must be numeric. Otherwise the Customer PO column.
Tips for Sales Order Line
- Include a column for Tran Type and set it to SalesOrder (case sensitive).
- For Order Time to find the sales order you are trying to add items you must either include the Doc No column or both the Customer PO and Customer columns.
>> Importing Video Guide
>> Preparing the Import File
>> Sample Import Templates (ZIP)
◘ Count Item Import CSV
◘ Customer Import CSV
◘ Item Import CSV
◘ Item Vendor Import CSV
◘ Vendor Import CSV