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Importing Sales Orders

Importing Sales Orders

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Importing Sales Orders

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To import select Sales / Recall / select the 'Sales Orders' option / select 'Import File'

There are several different formats for importing Sales Orders

Note: See General / Importing Data for general details on Importing.

Evopos Format

Arrange the data columns into the following column order.

Column

Field

Description

A

No

Order Number eg: 123456

B

Date

Eg: 31-Dec-2014 or 31/12/2014

C

Payment Name

Will add this text to a line on the transaction with this(eg: Paid by Paypal) if option set and not blank

D

Email

Will match this first to select existing Contact, if not found will create a new Contact

E

Full Contact Name

Will use if creating a new contact

F

First Name

Will use if creating a new contact

G

Last Name

Will use if creating a new contact

H

Address 1

Will use if creating a new contact

I

Address 2

Will use if creating a new contact

J

Town

Will use if creating a new contact

K

State/County

Will use if creating a new contact

L

Postcode

Will use if creating a new contact

M

Country

Will use if creating a new contact

N

Phone

Will use if creating a new contact

O

Part Number

If does not exist as Lookup No, Barcode No or Alternate No will add as Text

P

Description

If Blank will use Description for above Part No (If found)

Q

Quantity

Line Quantity

R

Price (Incl Tax)

Unit Selling price including Tax

 

Other Formats

There are also options for:

Channel Grabber

Channel Adviser