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Menu PathDistribution > Order Taking > Upload Sales Order


Panel

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:

  1. select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
  2. default format is “comma” delimiter

Step 2: Fill in the data

NoField NameData TypeRemarksWhere to FindSample Data
1BRANCH_CODEString with Maximum (50) CharactersCompulsoryControl Panel > Developer > Branch Maintenance > Branch Listing > Refer to "Branch Code"A Co.-B1
2CUSTOMER_IDIntegerCompulsoryRefer to system customer account PKID1005
3ITEM_CODEString with Maximum (100) CharactersCompulsory
ITEM A
4ITEM_QTYFloating Point NumberCompulsory
5
5REFERENCEString with Maximum (100) CharactersCompulsory
SalesOrder12458
6SALESMANString with Maximum (100) CharactersCompulsory
developer
7SALES_ORDER_DATEString in the following format (yyyy-mm-dd)Compulsory
2017-12-07
8UNIT_PRICEFloating Point NumberCompulsory
150
9BATCH_NUMBERString with Maximum (100) Characters


10CARD_AMOUNTFloating Point Number


11CARD_APPROVAL_CODEString with Maximum (50) Characters


12CARD_EXPIRYString in the following format (yyyy-mm-dd)


13CARD_MERCHANTString with Maximum (100) Characters


14CARD_NAMEString with Maximum (100) Characters


15CARD_NUMBERString with Maximum (20) Characters


16CARD_TYPEString with Maximum (100) Characters


17CASH_AMOUNTFloating Point Number


18CHEQUE_AMOUNTFloating Point Number


19CHEQUE_NUMBERString with Maximum (30) Characters


20COUPON_AMOUNTFloating Point Number


21DELIVERY_DATEString in the following format (yyyy-mm-dd)


22EXPIRY_DATEString in the following format (yyyy-mm-dd)


23GL_DIMENSION_CODEString with Maximum (50) Characters


24GL_DIMENSION_IDInteger


25ITEM_NAMEString with Maximum (1000) Characters


26ITEM_REMARKSString with Maximum (3000) Characters


27ITEM_SERIALText


28PD_CHEQUE_AMOUNTFloating Point Number


29PD_CHEQUE_NUMBERFloating Point Number


30REMARKSString with Maximum (300) Characters


31SUPPLIER_IDInteger


32TERMSInteger


33UNIT_DISCOUNTFloating Point Number


Excel sample

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Step 3: 

  • Image above shows the main interface that can be monitored on EMP system
  • Click on Upload Sales Order Template to download the template file

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  • 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:

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  • Distribution > Order Taking > Edit Sales Order
  • The main interface of Edit Sales Order Function on EMP 

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  • Go to Edit Sales Order
  • There will be two options available : Edit and Delete
  • Click on Edit that is available on right side of Item list to edit the Sales Order
  • It will open up the edit page as shown in the image above
  • Click on Delivery Details tab to edit the Delivery Details 

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Save file, save as comma separated values (.csv) format

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Step 4: Upload file

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Expand
titleFunction on Tick "Upload Sales Order Auto Create Customer"
  • 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"

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  • Follow STEP 2 → fill up data

Excel Sample:

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  • Follow STEP 3 and STEP 4 → please TICK "Upload Sales Order Auto Create Customer"

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  • System will check the existence of the customer when the Option is ticked
  • The Sales Order will be sucessfully created if the customer is not exist yet → it will auto create new customer id

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  • System will prompt or give warning message if the customer already existed in the system

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Expand
titleFunction on Delivery Date Column
  • Follow STEP 1 Add the "Delivery Date to the Source Field 

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  • Follow STEP 2 → fill up data

Excel sample: 

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  • Follow STEP 3 and STEP 4

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  • Refer to Sales Order Listing to check the changes on Delivery Date → Malaysia GST > Footwear > Transaction > Sales Order

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  • Listing 

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  • Click on

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  • Sales Order Number

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  • to open

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  • the printable 



Related Wiki Pages:
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