Sales Order Upload Migration
Sales Order Upload Migration
A Sales order specifies the details about products and/or services ordered by a specific customer along with the price, quantity and terms and conditions.
With the help of the Master Migration method, we can update the Sales Order Upload Migration.
Page Navigation :- Tools >> Master Migration
Process involved in creating Sales Order Upload through migration
Generate the Sheet in master migration
Create the sales order upload sheet
Upload the sheet
If you face any error during upload, check in Upload Status
Fields In Detail:-
Following are the fields of the Sales order Upload csv file and everything you need to know about it :-
Field | Description |
Eancode | Enter Eancode of the items |
Qty | User Defined |
Mrp | User Defined |
VATTAX | User Defined |
CustCode | Dont select the Mandatory column, please provide customer code in second row only |
Location | Dont select the Mandatory column, please provide customer code in second row only |
Sales Order Upload Procedure :-
1. Navigate to Tools, then click More. select on Master Migration
2 .Select your Sales Order Upload from the master list of those that must be migrated.
3. Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, and Data type.
4. Enable the field which need to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)
5. Fill out the provided template with the information for EANCODE, Qty, Customer code and location.
6. In TruePos, Select the Sales order upload from the master list by going to the upload sheet option. Choose the location of your file according to the instructions provided in the downloaded template file.
7.After selecting the location of the template file, select Upload file. You will be informed that the upload was successful.
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