Overview

Excerpt
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.

Instructions

Ui steps

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Ui step
Go to Setup>>Data Import.

Ui step
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. Download here an example of the Excel file. Keep in mind that the credit balance must be a positive number.

Ui step
Upload the file into the selected area and wait a couple of seconds

Ui step
An email notification will be sent out with the results of the importing process. If the process is successful, an email will be sent to the logged on user. If some registers cannot be uploaded, the system will be sent an email with a link where users can review the reasons why the registers were not imported into Komet Sales.

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