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Hospo_Ram's avatar
Hospo_Ram
User
5 years ago
Solved

Importing orders

Hi there

 

I've successfully been able to import a template with sales transactions. However, I would like the sales to import into AccountRight as 'orders' rather than as 'sales'. Be great to know how I can do this.

 

Thanks!

  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi Hospo_Ram 

     

    There would be a column named Sale Status in the import file. If you enter capital letter O as a field value for that column, the transactions would be imported as orders instead of invoices.

     

    Please let me know if you have any questions. 

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  • Komal_S's avatar
    Komal_S
    MYOB Moderator
    5 years ago

    Hi Hospo_Ram 

     

    There would be a column named Sale Status in the import file. If you enter capital letter O as a field value for that column, the transactions would be imported as orders instead of invoices.

     

    Please let me know if you have any questions.