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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 Open Invoices
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Upload External Invoices into Komet Sales
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. 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:
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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 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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, 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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