Order import

The first several times you import, you may have to tweak your Company or Part records, your data will be perfect after this, importing will then save you lots of time!

Coles format
REQUIRES THESE USER DEFINED FIELDS:
On Sales Orders"......
"Version" use Plain text

On Company....
"Distribution Code" use Plain Text.

PREPARE YOUR DATA:
Company:  Make sure Company "Default delivery days" is set to a value that is NOT NULL.  Eg:  insert 0 if its same day delivery, insert 1 if Dispatch Date is one day before deliver date, insert 2 if Dispatch Date is two days before delivery.   If you don't set a value here then 0 will be used!

Part:  "Part Number": Make sure this value matches Coles <StockCode> from their XML file.

Import your ZIP or XML file.  Any cells that are red may be stopping you from importing. 

IMPORTANT:  after you import the file to the grid, FINISH the import process by tapping "Import".

Mastronardi format

From Producepak "Orders" screen, 

Requires these User Defined Fields:
On Sales Orders"......
"Delivery time" use Time (time delivery is made to customers warehouse)
"Pickup time" use Time (time shipment collected from your warehouse)

On Sales order items....
"Tally" use plain text (unique ID for this Sales Order Item from the Customer)

On Parts......
"Item No" use Plain Text.  NOTE:  You must enter the Mastronardi Item No here so we can match their Item No with your Part, if you don't do this import will fail.

On Company....
"Destination" use Plain Text. 


Notes on data:
Company Name AND City must match exactly the "Destination" and "City" fields from the Mastronardi spreadsheet so Farmsoft can select a customer.   One company must have a unique name, so you will want to create companies with Company names like:

Wholefoods Head Office:  use this as the parent company

Wholefoods Cheshire:  with the Destination set to "WHOLE FOODS" and City "CHESHIRE"

Wholefoods Landover: with the Destination set to "WHOLE FOODS" and City "LANDOVER"
Etc......  This is because each company must have a unique name.


"Item No" on Part must match spreadsheet.

"Destination" on Company must match "Destination" data from spreadsheet, AND that company must have a City that matches the row being imported.

Need more help?

Create a support ticket.  Make sure you describe which screen you are using, what the problem is, and what you expect to happen.  

Use examples such as Inventory number, Invoice number, Customer name etc.  

Create a support ticket