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 document (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. In case the numbering scheme of the specific Document Template is set to automatic, the Document Number will be assigned automatically by the system. It however has to be present in the spreadsheet and be 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 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 in the Megaventory account. In that case, the errors have to be corrected before any new import takes place