Komet Sales allows you to use an Excel file with a certain structure in order to upload Purchase Orders into the system. The Purchase Orders created will have a "Confirmed" status unless an AWB number is specified in the file, if the AWB is entered the PO will have a "Shipped" status.
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In this article, you will learn about how to upload standalone purchase orders with an Excel file. | Tip |
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User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup, and Shipping. |
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This action can also be carried out from the |
Grower's PO Summary screen. Some |
vendors may upload POs if the |
"Allow creating POs" setting is enabled for them. |
Instructions
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Upload Standalone Purchase Orders with an Excel File
To upload purchase orders, do the following instructions:
Go to Setup and select Data Import.
2. The Data Import screen will open. The first step is to select the type of information you want to upload. Select Standalone PO. From this screen, users can upload the Excel file with all the Purchase Orders not linked to Prebooks to be imported into Komet Sales. Download here an example of the Excel file.
3. The next step is to select the Vendor to which the POs will be associated.
4. Upload the file into the selected area and wait a couple of seconds.
5. An email notification will be sent with the results of the importing process. If the process is successful, an email will be sent to the logged user. If some register cannot be uploaded, the system will email a link with the discrepancy details and the reasons for the importation interruption.
6. Once the information is uploaded, we recommend you to validate if the information has been correctly imported into the PO Summary screen. The system will consolidate in the same PO boxes with identical Vendor, Ship Date and Location (if applicable).
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In the case of products with breakdown, it is important to point out that if any of them cannot be uploaded, the entire breakdown will not be uploaded.Select Standalone PO from the drop-down menu.
Optional: Download a template for uploading your purchase orders.
Add the Vendor for the purchase orders.
Upload the file by dragging it to the file area or clicking and selecting it from your files.
Once the import process is complete, the system will send an email notification to the logged-in user confirming if the import was successful or if any records failed to upload. We recommend validating that information is correctly imported from the PO Summary screen. The system consolidates POs with identical Vendors, Ship Dates, and Locations.
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Important things to consider when uploading standalone purchase orders:The Purchase Orders will have a "Confirmed" status by default. If an AWB number is specified in the file, the PO will be marked as "Shipped". In case of product breakdowns, failure to upload any component results in the entire breakdown not being uploaded. If a user attempts to edit a product line that was not successfully uploaded on the first attempt and tries to upload it again, the
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cannot be uploaded. If the
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