Importing documents (for example Sales Orders, Goods Outbound, etc.) is a special case of the Data Import module that presents certain particularities. To access this module one may navigate to the Menu > Data Import > Documents:
The Document Templates that can be imported via the Data Import module are the following:
Receive On Consignment (R-CONS)
Purchase Bill (BILL)
Ship On Consignment (S-CONS)
Sales Invoice (SI)
Purchase Order (PO)
Sales Quote (QUOTE)
Sales Order (SO)
The spreadsheet template includes both documents (Document Date, Document Number etc.) as well as Product information (SKU, Quantity, Price, Remarks etc.).
Column A (mandatory) should include the Document Template Abbreviation. Column B (mandatory) should include the Document Number. If the numbering scheme of the specific Document Template is set to automatic, the system will assign the document number automatically. However, it has to be present in the spreadsheet and incremented by one (1) with every different document that is imported.
After filling in all the rows, the user should save the file as CSV or Unicode TXT and upload it to Megaventory.
All imported documents will be inserted in the Megaventory account in the Approved status
If the import file is not correctly filled in and at least one error is raised in any document, zero documents will be imported into the Megaventory account. In that case, the errors have to be corrected before any new import takes place
Import Documents in the Pending Stage
You can also create documents in a pending stage using the document import functions. This enhancement offers greater flexibility in your document management process, allowing you to create products in bulk without committing their effect.
That way you can wait for the right moment or make changes before you Approve these documents!
