Komet Sales allows you to use an Excel file with a certain structure in order to upload Purchase Orders into the system. The Purchase Orders created will have a "Confirmed" status unless an AWB number is specified in the file, if the AWB is entered the PO will have a "Shipped" status.
Tip: This action can also be carried out from the Grower>> PO Summary screen. Some Vendors can also upload POs if the setting Allow creating POs is enabled for them.
Instructions
1. Go to Setup and select Data Import.
2. The Data Import screen will open. The first step is to select the type of information you want to upload. Select Standalone PO. From this screen, users can upload the Excel file with all the Purchase Orders not linked to Prebooks to be imported into Komet Sales. Download here an example of the Excel file.
3. The next step is to select the Vendor to which the POs will be associated.
4. Upload the file into the selected area and wait a couple of seconds.
5. An email notification will be sent with the results of the importing process. If the process is successful, an email will be sent to the logged user. If some register cannot be uploaded, the system will email a link with the discrepancy details and the reasons for the importation interruption.
6. Once the information is uploaded, we recommend you to validate if the information has been correctly imported into the PO Summary screen. The system will consolidate in the same PO boxes with identical Vendor, Ship Date and Location (if applicable).
Info:
- In the case of products with breakdown, it is important to point out that if any of them cannot be uploaded, the entire breakdown will not be uploaded.
- If the user edits a product line that could not be uploaded in a first attempt and tries to upload it again, the product will not be consolidated in the previous PO, but the system will create a new PO for it.
- If for any reason the system cannot find a valid Product Description or Vendor Product Alias, the product will not be uploaded.
- If the vendor has the setting Enable Temporary AWB set up, a AWB Temporary will be created and the boxes will have a Shipped status, even if an AWB is not specified in the Excel file.
- If several product lines can not be uploaded, this might be due to a single product line. Review the explanation in the Message Results column of the Excel file that we will send you with the results of the process.
