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Large Corporate ordering Systems - How do we import orders in a CSV file from large companies with many stores placing orders.

thomas turck
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Hi There

  How do  we import orders in a CSV file from large companies with many stores placing orders?

We get their output in a very nice CSV file but no way to  import it... surely we cannot be capturing mnaually form a CSV into  Sage Sales order per client per store...

Any idea tip or integration 

Current CSV is from Pick n Pay but shortly expect them from SPAR and Checkers too...

thanks

thomas

  • 0
    Suggested

    Hey 

    Does the following help? 

    1. Go to File--> Export in P/O Purchase Order Entry.
    2. Select the type of file you want in File Type. Specify the file name and the location you want to save the file to. 
    3. In the List in the Export file, users can select which fields they want to include in their import file. The fields with the red star are the required fields in each tab that we must include. 


    4. After users select the fields they want to include on the import template, they can also select Save Script at the bottom of the screen. This allows users to create a script containing these settings for  importing and exporting records for future use.
      More information about this function and how to use it in the "Saving and Loading Scripts" in F1 help menu. 
    5. Then, after all the settings are set, click OK to generate the import template. 
    6. Input your information on the export file. When the file is ready, go to File--> Import in P/O Purchase Order Entry for import. 
    7. Select the file from the location and click OK for import. 
  • 0 in reply to Nteboheleng William M.

    thanks for the effort...not sure we are on the same version of SAGE..  What version of SAGE allows you to  do  this?

  • 0 in reply to thomas turck

    Hey 


    You are looking at Sage Intacct. Please send me your email address so I can get someone to contact you via direct message. You can also include your contact details. 

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