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AmandaRobertsC's avatar
AmandaRobertsC
Experienced Cover User
3 years ago
Solved

Importing Sales Orders rather than Invoices

are you able to import data so they create orders rather than invoices??

 

trying to get around being able to import sales data, but them rejecting because we don't have enough stock entered into the system

if we could raise as orders than convert, this would address the issue.

 

Any otpions, I cant find any easily??

  • Hi AmandaRobertsC , yes, sales can be imported as orders. For example, if you are using the Import/Export facility, set "Sale status" to "O" instead of "I". 

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  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    3 years ago

    Hi AmandaRobertsC , afaik, the import routine now treats all pricing as net plus GST, regardless of that setting. (In v19 you had both options). So you will need to amend the import file accordingly.