MTS - #5L - Sales Order Excel Import Processing

Purpose: 

Provide a method of creating a Sales Order using an excel spreadsheet.

Keywords:  The following is a list of key terms used in the SMARTSystem that you should be familiar with and understand.

•         Preview Screen – is a temporary holding area to display the line items imported from the excel spreadsheet, correct errors or remove the line.

Overview:

The Sales Order entry program has been enhanced to process large orders using an excel spreadsheet.

Using the Sales Order “Import Details” tab will create a Pre-book sales order to process each product on the spreadsheet and identify which inventory items do not have enough inventories.  Note: Negative inventory configurations allow you to oversell the inventory.

To process your excel spreadsheet, follow these steps:

•         Select a new sales order

•         Select a customer

•         Complete the Customer information screen

•         Select “Import Details” tab

•         Using the “Browse” button, click it to locate your excel file and click the file name to select it for import

•         Click the “Pre-Import Review” to load and verify the ITEM (Product Code).  Any invalid product codes will be highlighted with a red line

•         Imported lines are shown on the “Import Details” screen for you to edit line items or delete them.

•         Click “Import Items” when ready. The “Import Items” button will not process items and create the sales order until errors are fixed or removed.  

Excel Spreadsheet Format:

The spreadsheet column headings (upper or lower case) are: Item, Quantity, and Price:

The “ITEM” is the product code which is verified when importing this spreadsheet.  A valid Product Code found in the inventory table is required for each line. On the Preview screen you can correct a product code or delete the line item.

QUANTITY field will be using that Inventory Item’s Selling Units of Measure: EACH or STEM or BUNCH.

PRICE options:

•         If a price is entered, it will be used

•         If no price is entered, the sales price will be based on:

• o   the customers price level sales price and

• o   standard pricing discounts logic will be applied starting with Contract pricing, price level 1 volume discount, etc.

The “Import Items” button will not process items into the order until errors are fixed or removed.