Import Sales as Orders

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TransPost Support
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Import Sales as Orders

Post by TransPost Support » Thu 19 Mar, 2015 10:58 am

Import Sales as Orders
To import a sale as an Order, set the SaleStatus to ‘O’.

If you need to import all sales as orders then you can just put O in the mapping defaut for the MYOb Field SaleStatus.

If some of your data is orders and some Invoices, for example if you are transferring sales from another system or a different version of AccountRight, then you will need to have a column in your data,representing SaleStatus which contains ‘O’ for those sales which are Orders.

Note that if the SaleStatus is 'I' then the sale will be accepted as an Invoice. If it is 'Q' then it is interpreted as a Quote. For more details on Quotes see topic Can TransPost import Sales Quotations

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