Overview
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Komet Sales allows uploading external information into
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the system by using
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API methods. However, from the Data Import section, users are allowed to upload
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Upload External Invoices into Komet Sales
The system allows to upload an excel file with a certain structure and all the records on it will be processed as Open Invoices in Komet Sales. Please follow the next instructions in order to upload external invoices.
1) Go to Setup>>Data Import
2) The Data Import screen will open. From this screen, users can upload the excel file with all the invoices information to be imported into Komet Sales. The Excel file must contain the following columns:
- Invoice # : Required. The invoice number in the external system. This number will be saved in Komet Sales as the invoice Ref #. Max. 20 characters.
- Customer Code: Required. The code of the customer assigned in Komet Sales.
- Invoice Date: Required. The date when the invoice was created. Format allowed YYYY-MM-DD.
- Invoice Balance: Required. The balance of the invoice. (Up to 3 decimals)
- Customer PO: Required. The Purchase Order number of the customer. Max. 20 characters.
- Location Code: Required for Multilocation Companies. This is the code for the location in which the invoice will be created. This field is optional for companies operating with a single location.
3) Once the file has been uploaded, the next message will appear at the top of the screen.
4) An email notification will be sent out with the results of the importing process.
5) Once the information is uploaded, you can validate the information either from the Order Summary or the Open Invoices screens by searching for customer PO #, or invoice date.
This is how the invoice detail will look like. Notice that the carrier is "No Carrier" and that the total of the invoice is saved as an Additional Charge.
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Open Invoices, Inventory in Boxes, Hard Goods, and Open Credits directly into the system. This screen will only be available for Admin users.
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