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Overview

Excerpt

Komet Sales allows 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 a AWB number is specified in the file.

Instructions

Ui steps
sizesmall
Ui step

Go to Grower>>PO Summary.

Ui step

From the Actions menu, select the option Add PO From Excel File. 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.

Ui step

Select the Vendor to which the POs will be associated (Not applicable for vendors).

Ui step

Drag or upload the file into the selected area and wait a couple of seconds.

Ui step

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 discrepancies details and the reasons for the importation interruption.

Ui step

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).

Info
titleTo Keep in Mind
  • In the case of products with breakdown, it is important to point out that if any of them cannot be uploaded, the whole breakdown will not be uploaded.
  • If the user edits a product line that could not be uploaded uploaded in a first attempt and tries to upload it again, the product will not be consolidated in the previous PO, but the system will create a new PO for it.
  • If for any reason the system cannot find a valid Product Description or Vendor Product Alias, the product will not be uploaded.
  • If the vendor has the setting Enable Temporary AWB set up, a AWB Temporary will be created and the boxes will have a Shipped status, even if an AWB is not specified in the Excel file.
  • If several product lines can not be uploaded, this might be due to a single product line. Review the explanation in the Message Results column of the Excel file that we will send you with the results of the process.
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Tip

 

 
titleTip

This action can also be carried out from the Setup>>Data Import screen. Vendors can also upload POs if the setting Allow creating POs is enabled for them.