Menu Path: Distribution > Order Taking > Upload Sales Order
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The sales order, sometimes abbreviated as SO, is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. |
Step 1: Click file link: 'Download Upload Sales Order Template'
Notes:
- select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
- default format is “comma” delimiter
Step 2: Fill in the data
| No | Field Name | Data Type | Remarks | Where to Find | Sample Data |
|---|---|---|---|---|---|
| 1 | BRANCH_CODE | String with Maximum (50) Characters | Compulsory | Control Panel > Developer > Branch Maintenance > Branch Listing > Refer to "Branch Code" | A Co.-B1 |
| 2 | CUSTOMER_ID | Integer | Compulsory | Refer to system customer account PKID | 1005 |
| 3 | ITEM_CODE | String with Maximum (100) Characters | Compulsory | ITEM A | |
| 4 | ITEM_QTY | Floating Point Number | Compulsory | 5 | |
| 5 | REFERENCE | String with Maximum (100) Characters | Compulsory | SalesOrder12458 | |
| 6 | SALESMAN | String with Maximum (100) Characters | Compulsory | developer | |
| 7 | SALES_ORDER_DATE | String in the following format (yyyy-mm-dd) | Compulsory | 2017-12-07 | |
| 8 | UNIT_PRICE | Floating Point Number | Compulsory | 150 | |
| 9 | BATCH_NUMBER | String with Maximum (100) Characters | |||
| 10 | CARD_AMOUNT | Floating Point Number | |||
| 11 | CARD_APPROVAL_CODE | String with Maximum (50) Characters | |||
| 12 | CARD_EXPIRY | String in the following format (yyyy-mm-dd) | |||
| 13 | CARD_MERCHANT | String with Maximum (100) Characters | |||
| 14 | CARD_NAME | String with Maximum (100) Characters | |||
| 15 | CARD_NUMBER | String with Maximum (20) Characters | |||
| 16 | CARD_TYPE | String with Maximum (100) Characters | |||
| 17 | CASH_AMOUNT | Floating Point Number | |||
| 18 | CHEQUE_AMOUNT | Floating Point Number | |||
| 19 | CHEQUE_NUMBER | String with Maximum (30) Characters | |||
| 20 | COUPON_AMOUNT | Floating Point Number | |||
| 21 | DELIVERY_DATE | String in the following format (yyyy-mm-dd) | |||
| 22 | EXPIRY_DATE | String in the following format (yyyy-mm-dd) | |||
| 23 | GL_DIMENSION_CODE | String with Maximum (50) Characters | |||
| 24 | GL_DIMENSION_ID | Integer | |||
| 25 | ITEM_NAME | String with Maximum (1000) Characters | |||
| 26 | ITEM_REMARKS | String with Maximum (3000) Characters | |||
| 27 | ITEM_SERIAL | Text | |||
| 28 | PD_CHEQUE_AMOUNT | Floating Point Number | |||
| 29 | PD_CHEQUE_NUMBER | Floating Point Number | |||
| 30 | REMARKS | String with Maximum (300) Characters | |||
| 31 | SUPPLIER_ID | Integer | |||
| 32 | TERMS | Integer | |||
| 33 | UNIT_DISCOUNT | Floating Point Number |
Excel sample:
- Image above shows the main interface that can be monitored on EMP system
- Click on Upload Sales Order Template to download the template file
- This screen displays upon clicking on Upload Sales Order Template
- Choose appropriate source fields that needs to be added to the Targeted Fields.
- Click on Add to add them and Remove to remove those fields from the Target fields
- Take note on the Compulsory Fields on the right under Target Fields that are not entitled to be removed AND
- Those column list on Source Fields on the left are non-compulsory fields that can be removed at own discretion
The new enhancement:
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Notes:
- Click Tick Option to "Upload Sales Order Auto Create Customer" to create new customer
- Follow STEP 1 → TICK " To Show Customer Field" and click "Download"
- Tick Option:
a. The tick option To Show Customer Field are now has been added to show more fields
b. The purpose of this function is to create new customer when using upload sales order
c. Choose File (Detailed steps of creating the upload file user may refer to Upload Item Code) - Delivery Date Column:
a. This column has been added into the Source Field as shown in the image above
b. This is to allow customer to set the delivery date for sales order upload
c. The delivery date can be edited on Edit Sales Order function. Refer to the example below:
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