Upload Sales Order

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

Function 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"

When the Complusory FIelds for Customer Account are enabled at Customer Creation Configuration
The Add On Target Fields will be updated accordingly

Follow STEP 2 → fill up data

Excel Sample:

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

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