Did you know The Business Edge has the capability for you to import detail lines into a Sales Order? If you ever have the need to process a Sales Order from an Excel Spreadsheet or ship a large order for a Customer, Importing Individual Orders may be helpful for you.
When importing an individual order, the Order information must be saved in a Text Tab Delimited Format. This is an available format inside an Excel Workbook. The file must contain the following fields in the same sequence as below: Product Code Alternate Product Code Quantity Price Ship Date Ship Quantity Comments
The first four columns must be included in the data. If you do not have an Alternate Product Code, Ship date, Ship Quantity or Comments you can simply leave that particular column blank.
***If you only have the Customer Alternate you can import without your Product Code by setting the first two columns on your excel spreadsheet with the Customer Alternate code in both Column A and Column B
If you are on a network PC you can save your text file in your directory on the server
Next, start a Sales Order, select your customer and fill in any necessary Heading information. Then press Esc or OK to go to the Detail Lines. You can now Press F8-Import
The system will ask you for the file name, this is where you can type in the name of the file you created in Excel, i.e. order.txt. The file name is case sensitive so you must type it in exactly the way you saved it. You can also use the blue box on the left hand side of the Import File Field to look for your file in a list of files that have been saved to the your directory.
The system will then import the line items from your file directly into the Order you are in. These detail lines can be edited or changed as you would any other Order.
Hint: If you are creating a repeat order and you are on a network, you can easily export the detail lines from a previous Sales Order, re-format the data and then import it back in to a new Sales Order