5.06. Sales Order Import

1. Import Structure

  • System Admin -> Data -> Data Import -> Import Loader Format

  • The import structure is created similarly to those corresponding to the import of products, inventory moves, invoices etc.

2. Import File

  • The import file needs to be mapped correctly to the import structure.

  • The format of the file needs to be CSV.

3. Temporary Import (ImportFileLoader)

  • System Admin -> Data -> Data Import -> Import File Loader.

  • Select the file constructed at step 2 and the import format from step 1.

  • The imported lines will be available in the Import Order window.

4. Actual Import from Temporary Table

  • System Admin -> Data -> Data Import -> Import Order.

  • You can click on the Import Orders button from any line.

    • Process parameters: Tenant - default value for the null values from the import;

    • Organization - default value for the null values from the import;

    • Order Organization - if selected, it will become the organization on the master of all the created orders, overwriting the organization on the orders to be imported. It will not affect, however, the organization on the order lines. The order lines will be created with the organization from the records to be imported. This field has become available with version 13.10;

    • Document Action - the status that the order will be generated in;

    • Delete old imported records - it erases the records with the Imported checkbox.

  • The lines that were impossible to import will not have the Imported checkbox and the Import Error Message field will be filled with the corresponding error message.

  • Starting with version 13.10, you can specify, at import, the Representative for the master document and the Campaign and Project for the document lines.

Starting with v14.06, a new process has been added to generate Autoreceptive Bills using Import Orders. This new functionability is especially useful for importers in SocrateCloud sales in "Horeca" systems.

These sales will be highlighted in SocrateCloud in the form of Client Orders (credit order type), generating invoice and notice. In this situation, some products sold are "finite products" (dishes, etc.), for witch simulation of their production is done through the "Autoreceptive Bill".

For the specified item, it is recommended to perform the operations in the following order:

  1. importing data from an external source;

  2. verification of imported data - in the "Import Orders" window;

  3. Generating Autoreceptive Bills - to generate the production and stock of "finished products";

  4. importing Costumer Orders - and if they are of the "Credit order" type, they will automatically generate Client Invoice and Bill.