SALES ORDERS - Import

How to Import Sales Orders

Import Sale Orders in one of 2 ways:

1. Import from Excel:
   • Access - Tools > Import
   • option to open a previously saved import configuration / mapping   or continue as follows:
   • select the .xlsx or .csv file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import
   • accept or change Date Format if applicable
   • select Sales Order Import Type
   • map fields (including UDFs):
     • select the field under Import File (ie: Customer No from Excel)
     • select the corresponding field under Spire Fields (ie: Customer No
     • click the Match button
     • continue to Match all fields you want to import into Spire - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
     • note the ‘Group By’ field which is used to group lines on the spreadsheet to an individual order
   • option to select a Destination folder to move the successfully imported file to
   • option to select a Failure folder to move the unsuccessfully imported file to
   • determine if your spreadsheet Has Header Row (see top)
   • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders
   • Note the Post Immediately selection…this will post the imported Sales Orders into Sales History as Invoices rather than into Sales as open orders
   • click on Import to finish and review the newly imported records in Spire
2. Import Orders in your EDI mailbox
   • setup / configuration - see New Install Setup - Integrations
   • Sales List > EDI Import 

       

• • open new Orders and click EDI Acknowledge

       

• • option to send the Invoice to your EDI Provider from the Invoice view in Sales History: