We have a very large volume of Item sales so I am trying to test out importing a CSV file of the data. The data imported fine, however the Pricing did not show on the invoice. I did not import the pricing, it is already set in MYOB in the Inventory Section - Set Item Prices.
When we manually enter an Invoice, the Set Pricing appears on the Invoice automatically.
I can see that invoices are bouncing back when you are sending them to your client. Please check your private message, I've sent a message and please respond privately with the email address that you are having an issue with. We need to check the status in our back end.
When importing sales, we do recommend including as many fields as possible, including the price for each line. If this information is not included, then AccountRight will assume a zero value for that line. This in turn can cause importing errors around the total of the invoice being imported.
Hi Neil, Thanks for the response, but is this the only solution? We have different pricing for different clients and about 60 item categories on each line item, over 200 invoices a wekk - this would mean a huge amount of data entry prior to import.
You would need to have the information within the import file prior to importing that file, so that the information can be brought into AccountRight. Currently there’s no way that I am aware of to circumvent having the information within the import file
Hi Graham1 , are you preparing the CSV file in Excel initially? Given that all the pricing is held in MYOB, then you could use lookup tables, one being an export of your customer cards (to give you the pricing level) and the other an export of your items (to give you the prices). Your invoice worksheet could refer to those to complete the price information. The lookup tables would need to be refreshed occasionally to include changes.
I'd recommend using the card record ID and item ID for any lookups, the results will be more accurate.
The CSV file is imported directly from an intergrated system that is under development for us, which is picking up the data directly from our rostering system. But, we can export the data to excel initially and then convert to a CSV.
Thanks for this suggestion..I will pass it on to our developers as a workaround.
Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.
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We have a very large volume of Item sales so I am trying to test out importing a CSV file of the data. The data imported fine, however the Pricing did not show on the invoice. I did not import the pricing, it is already set in MYOB in the Inventory Section - Set Item Prices.
When we manually enter an Invoice, the Set Pricing appears on the Invoice automatically.
Can someone help me figure this out please?
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We have a very large volume of Item sales so I am trying to test out importing a CSV file of the data. The data imported fine, however the Pricing did not show on the invoice. I did not import the pricing, it is already set in MYOB in the Inventory Section - Set Item Prices.
When we manually enter an Invoice, the Set Pricing appears on the Invoice automatically.
Can someone help me figure this out please?
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The data imported fine, however the Pricing did not show on the invoice. I did not import the 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Importing Item Sales Pricing error","moderationData":{"__ref":"ModerationData:moderation_data:627041"},"body":"
When importing sales, we do recommend including as many fields as possible, including the price for each line. If this information is not included, then AccountRight will assume a zero value for that line. This in turn can cause importing errors around the total of the invoice being imported.
When importing sales, we do recommend including as many fields as possible, including the price for each line. If this information is not included, then AccountRight will assume a zero value for that line. This in turn can cause importing errors around the total of the invoice being imported.
Hi Neil, Thanks for the response, but is this the only solution? We have different pricing for different clients and about 60 item categories on each line item, over 200 invoices a wekk - this would mean a huge amount of data entry prior to import.
Hi Neil, Thanks for the response, but is this the only solution? We have different pricing for different clients and about 60 item categories on each line item, over 200 invoices a wekk - this would mean a huge amount of data entry prior to import.
You would need to have the information within the import file prior to importing that file, so that the information can be brought into AccountRight. Currently there’s no way that I am aware of to circumvent having the information within the import file
You would need to have the information within the import file prior to importing that file, so that the information can be brought into AccountRight. Currently there’s no way that I am aware of to circumvent having the information within the import file
Hi Graham1 , are you preparing the CSV file in Excel initially? Given that all the pricing is held in MYOB, then you could use lookup tables, one being an export of your customer cards (to give you the pricing level) and the other an export of your items (to give you the prices). Your invoice worksheet could refer to those to complete the price information. The lookup tables would need to be refreshed occasionally to include changes.
I'd recommend using the card record ID and item ID for any lookups, the results will be more accurate.
Hi , are you preparing the CSV file in Excel initially? Given that all the pricing is held in MYOB, then you could use lookup tables, one being an export of your customer cards (to give you the pricing level) and the other an export of your items (to give you the prices). Your invoice worksheet could refer to those to complete the price information. The lookup tables would need to be refreshed occasionally to include changes.
I'd recommend using the card record ID and item ID for any lookups, the results will be more accurate.
The CSV file is imported directly from an intergrated system that is under development for us, which is picking up the data directly from our rostering system. But, we can export the data to excel initially and then convert to a CSV.
Thanks for this suggestion..I will pass it on to our developers as a workaround.
The CSV file is imported directly from an intergrated system that is under development for us, which is picking up the data directly from our rostering system. But, we can export the data to excel initially and then convert to a CSV.
Thanks for this suggestion..I will pass it on to our developers as a workaround.
Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.
Hi , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.
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