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Overview

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The system allows you to

In this article, you will learn about how to upload Open Credits into Komet Sales.

Tip

User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup and Shipping.

Info

You can only upload an Excel file with a

certain structure; all the records on it will be processed

specific structure in the system for processing all records as Open Credits in Komet Sales.

 The

The system will save the open credits

uploaded

loaded 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

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. Download here an example of the Excel file.

as balance adjustments.

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Upload Open Credits Into Komet Sales

  1. Go to Setup and click on Data Import.

  2. Select Open Credits.

  3. Download the Excel sample and update its information with the actual details from your invoices.

  4. Click on the box and upload your modified file.

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 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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After the import process, the system sends an email notification to the logged-in user. If some records fail to load, you will find a link to the error details in the email.

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