Menu Path: Distribution > Order Taking > Upload Sales Order
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:
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:
- Distribution > Order Taking > Edit Sales Order
- The main interface of Edit Sales Order Function on EMP
- 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
- In order to check the changes on Delivery Date, access to the Sales Order Listing by navigating to Malaysia GST > Footwear > Transaction > Sales Order Listing
- Click on the created relevant Sales Order Number and it will open up the document as shown below:
- Check the Delivery Date on the top right of the Document labelled as Date
Related Wiki Pages:
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