Import Sales TSV

Created by Datapel Integration, Modified on Fri, 6 Jun at 4:31 PM by Datapel Integration

Description

This document explains how to import Item Sales Orders.

Detail Steps

ALWAYS BACKUP PRIOR TO IMPORTING DATA INTO YOUR WORKSPACE

CREATE A BACKUP OF THE WMS Workspace before proceeding - you can not UNDO an IMPORT and will have to MANUALLY CANCEL SALE ORDERS if the process fails or does not produce the desired results.
Select FILE - IMPORT- REMOTE SALES. As you might expect this function can be used to batch import sales orders from remote sources - for example - Handheld Sales PDAs or Website Online Store sales.
Choose a Location to which all open sales will be applied if the file does not contain locations. Click Import Orders.
The TXT file will be read and checked for initial format errors - once verified the import will begin and may take several minutes.
Once the import completes a dialog will display noting: IMPORTED XX OF YY REMOTE SALE ORDERS.
Click OK and the Status Log should open - if the total number of ORDERS and/or number imported are not correct review the information shown for error messages.
If the issues can be managed manually make changes directly in WMS
Otherwise, RESTORE THE BACKUP - take corrective action as guided by the Status Reporter and Try Again.

If discrepancies occur, you can review the WMS Status Reporter - this will list any issues/line items that failed to import and provide warnings with information on how to correct potential issues. If a significant number of errors occur it is recommended you restore your backup, address the issues listed, and try again. If minor issues arise just edit the problem sales directly in WMS.

File Specifications

Field Header	Example	Required?	Length	Type	Description	Defaults	Field Match lookup?
Co./Last Name	Clothing Boutique	R	30	NVARCHAR	The Customers Name or Last Name for Individuals	N/A	Matched to WMS Customer Card Name, Fails if no match found
First Name		O	30	NVARCHAR	The First Name of the Customer for Individuals	N/A	Matched to WMS Customer Card First Name, Fails if no match found
Addr 1 - Line 1	1 Smith Street	R	260	NVARCHAR	The customers delivery address Fields	N/A	NO
- Line 2	Smithfield, NSW, 2000	O	260	NVARCHAR	The customers delivery address Fields	N/A	NO
- Line 3		O	260	NVARCHAR	The customers delivery address Fields	N/A	NO
- Line 4		O	260	NVARCHAR	The customers delivery address Fields	N/A	NO
Inclusive		R	1	INT	X = Yes or Blank field = No	N/A	NO
Invoice #	abc12385	O	50	NVARCHAR	The invoice number	Next available from WMS when Blank	Will fail if invoice number already exists
Date	20/02/2014	R	10	DATE	The Ordered Date	N/A	NO
Customer PO	654dgh	O	20	NVARCHAR	The customers order reference or buyers Name	N/A	NO
Ship Via	Best Method	O	255	NVARCHAR	The customers requested shipping method	When blank default for customer or WMS user is used	When populated must be in list in shipping methods in WMS.
Delivery Status	N	N	0	NVARCHAR	The customers invoice delivery method, N = , P= #################	If Blank, matched to Billing card preferences	NO
Item Number	SKU234	R	50	NVARCHAR	The Item Code/Number	N/A	NO
Quantity	2	R	16	DBL	The Quantity Ordered	N/A	NO
Description	Pink Jersey Sml	O	255	NVARCHAR	The Items description and any special requests for the line	N/A	NO
Price	45.00	R	16	DBL	The unit price excluding taxes before discounts applied	N/A	NO
Inc-Tax Price	49.50	R	16	DBL	The Unit Price including taxes before discounts applied	N/A	NO
Discount	20	R	16	DBL	The discount Amount to Be applied - example shown is 20% discount	N/A	NO
Total	90.00	R	16	DBL	The extended Non taxable amount QTY x Price	N/A	NO
Inc-Tax Total	99.00	R	16	DBL	The Extended amount including Tax QTY x Inc-Tax Price	N/A	NO
Job	staff Purchase	O	50	NVARCHAR	The job Code name - must exist in the WMS	N/A	NO
Comment	will be collected from shop Tuesday	O	250	NVARCHAR	Sale Header Comment	N/A	NO
Journal Memo	Sale From Seconds Warhouse to Melissa Markum	O	250	NVARCHAR	Sale Ship Note	N/A	NO
Salesperson Last Name	Smith	O	52	NVARCHAR	Salesperson Last name - Must be in the WMS employee listing	If Blank or unmatched, defaults to the billing cards selection	Has to match an entry in the Employee listing
Salesperson First Name	Eli	O	20	NVARCHAR	Salesperson First name - Must be in the WMS employee listing	If Blank or unmatched, defaults to the billing cards selection	Has to match an entry in the Employee listing
Shipping Date	15/02/2015	O	10	DATE	Required Promise date can be Deliver not before date or Deliver by Date	Defaults to todays date when blank	NO
Referral Source	Staff	O	32	NVARCHAR	The referral source for the sale	Defaults to billing customers referral source when blank or unmatched	Must Match an entry in the referrals list in WMS
Tax Code	GST	R	3	NVARCHAR	The Lines Tax code (Item)	Defaults to Items default tax code when blank or unmatched	Must Match an entry in the Tax Code List in WMS
Non-GST Amount	90.00	R	16	DBL	Entire Sales non GST Amount	N/A	NO
GST Amount	9.00	R	16	DBL	Entire Sales GST Amount	N/A	NO
LCT Amount	0.00	R	16	DBL	not in use always 0.00	N/A	NO
Freight Amount	0.00	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Inc-Tax Freight Amount	0.00	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Freight Tax Code	GST	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Freight Non-GST Amount	0.00	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Freight GST Amount	0.00	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Freight LCT Amount	0.00	R	16	DBL	Not in use always 0.00 - Freight should be entered as a line item only	N/A	NO
Sale Status	O	O	1	NVARCHAR	#########	N/A	NO
Currency Code	AUD	O	3	NVARCHAR	This sales and customers Currency Code	Defaults to Customers Setting	NO
Exchange Rate	1	R	16	DBL	This sales exchange Rate	########	YES
Terms - Payment is Due	#######	R	16	DBL	#######	#######	Combine formula of these 5 items must result in antry in the terms list in the WMS
- Discount Days	14	R	16	DBL	#######	#######	Combine formula of these 5 items must result in antry in the terms list in the WMS
- Balance Due Days	30	R	16	DBL	#######	#######	Combine formula of these 5 items must result in antry in the terms list in the WMS
- % Discount	5	R	16	DBL	#######	#######	Combine formula of these 5 items must result in antry in the terms list in the WMS
- % Monthly Charge	2.5	R	16	DBL	#######	#######	Combine formula of these 5 items must result in antry in the terms list in the WMS
Amount Paid