Overview
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Komet Sales allows uploading external information into Komet Sales by using the API methods. However, from the Data Import section, users are allowed to upload Open Invoices, Inventory in Boxes, and open credits directly into the system. |
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The system allows to upload an Excel file with a certain structure; all the records on it will be processed as Open Invoices in Komet Sales. Please follow the following instructions in order to upload external invoices: 1) Go to Setup>>Data Import. 2) The Data Import screen will open. The first step is to select the type of information you want to upload. Select Open Invoices. From this screen, users can upload the Excel file with all the invoice information to be imported into Komet Sales. The Excel file must contain the following columns:
3) Once the file has been uploaded, the next a message will appear at the top of the screen: 4) An email notification will be sent out with the results of the importing process. If the process is successful, an email as the following will be sent to the logged on user:
. If some registers cannot be uploaded, the following system will send an email notification will be sent. Notice that there is a link where users can review the reasons why the registers were not imported into Komet Sales.
5) Once the information is uploaded, you can validate the information either from the Order Summary or the Open Invoices screens by searching for the Customer PO # or Invoice Date.
This is how the invoice detail will look. Notice that the carrier is "No Carrier" and that the total of the invoice is saved as an Additional Charge.
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The system allows you to upload an Excel file with a certain structure; all the records on it will be processed as Open Credits in Komet Sales. The open credits uploaded for the customer will be saved in the system as Balance adjustments for the customer. Please follow these instructions in order to upload them: 1) Go to Setup>>Data Import. 2) The Data Import screen will open. The first step is to select the type of information you want to upload. Select Open Credits. From this screen, users can upload the Excel file with all the invoice information to be imported into Komet Sales. The Download here an example of the Excel file must contain the following columns. Keep in mind that the credit balance must be a positive number. 3) Upload the file into the selected area and wait a couple of seconds. 4) An email notification will be sent out with the results of the importing process. If the process is successful, an email as the following will be sent to the logged on user:
. If some registers cannot be uploaded, the following email notification system will be sent . Notice that there is an email with a link where users can review the reasons why the registers were not imported into Komet Sales.
The open credits uploaded for the customer will be saved in the system as Balance adjustments as balance for the customer.
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For upload inventory in boxes into Komet, follow the same steps explained on How to Upload Inventory in Boxes. This process can be performed either from the Add Inventory or from the Data Import screen. |
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This option will only be available for Admin users. |