Sales Order (SO) is a document made by a seller specifying the details about the products/services ordered by a customer, but it hasn't been confirmed yet. So basically it's an offer before a Customer deals with the transaction they want to make.
Users can upload the order in bulk via CSV, to make it easier not to input the orders one by one. Using this method also can save more time when making many transactions.
There are several conditions that require users to import orders via csv files :
Old Order
When there is an old order, or the order has not been inputted into the system.
POS System Migration
When a new users uses DealPOS and has previously used other POS systems, then they want to import order data from the previous POS system.
Unsynced Marketplace Orders
When the marketplace server is congested and causes orders not to be automatically uploaded to DealPOS.
Read the following steps to import orders via csv files :
Step 1. Go to Orders, then Click Import
Step 2. Download CSV Sample
Notes :
After you click the download sample button so you can see the sample CSV file.
Step 3. Edit CSV File Data Based on Your Order, then Save the File
Index Properties
Column | Description |
Number | The number of invoice |
Outlet | The name of Outlet |
Date | Date of making |
Customer | Customer Email or Code |
TaxType | Tax name in your system |
Code | Code which is used to uniquely identify a variant |
Quantity | Quantity of product in your transaction |
UnitPrice | The price you want to sell to your customer |
Discount | A discount of the product |
Note | Additional note |
PaymentMethod | The way that a buyer chooses method payment |
PaymentAmount | The sum of payment |
Step 4. Choose CSV File to Upload
Step 5. Upload CSV File
Step 6. Invoice was Successfully Imported
Step 7. Recheck Uploaded Order in Order List
You might also like to read these articles below :
To configuration customer invoices, you can check this article Customer Invoice Printing Configuration
If you want to see update history customer invoice you can check this article How to see Update History Customer Invoice
If you want to make write off customer invoices, you can check this article Write off Customer Invoices
If you want to import & export order by JSON you can also check this article How to Import & Export Order by JSON
