Import Sales Orders field definitions
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George Sutton
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The following article details the fields included on the Import Sales Orders template, used to bulk create Parked Sales Orders (SOs) in Unleashed.
For details on how to import Sales Orders using the Import Sales Orders template, see Import Sales Orders.
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Import Sales Order field name * denotes mandatory fields. |
Description |
|---|---|
| *Order Number |
The unique number to be assigned to the Sales Order. The Order Number provided does not need to follow the existing Sales Order numbers in Unleashed, but it must be entered exactly as required, including prefixes. |
| *Customer Code |
Customer code that the Sales Order is for. The code provided must match the current Customer Code in Unleashed and is case sensitive. |
| Tax Code |
Tax code applicable to the Sales Order, see Taxes. NOTE: If the Taxable field is set to FALSE in a Customer, the tax code must be entered as NONE. |
| Tax Rate |
Specify the Sales Order's tax rate as a numeric value e.g 20 for a 20%. If you have entered a tax code and do not specify a tax rate, the first tax rate from your Taxes list that matches will be selected. |
| Exchange Rate |
Exchange rate for the specified Sales Order. If the Customer currency does not match your base currency, the Currency Rates defined in your settings will apply be default when the Exchange Rate is left blank. |
| Customer Reference | Customer reference for the specified Sales Order. |
| Comments | Free text relating to the specified Sales Order. |
| Order Date (DD/MM/YYYY or MM/DD/YYYY) |
Order date for the specified Sales Order. The date format provided populates based on your Company settings. |
| Quote Expiry Date (DD/MM/YYYY or MM/DD/YYYY) |
Quote expiry date for the specified Sales Order line. The date format provided populates based on your Company settings. |
| Required Date (DD/MM/YYYY or MM/DD/YYYY) |
Date by which the Sales Order must be delivered to the customer. The date format provided populates based on your Company settings. |
| Warehouse Code |
Warehouse code that the ordered product's stock will be allocated from. See Warehouses |
| Delivery Contact |
The contact to be used for delivery of the customer's Sales Order. The Delivery Contact must be entered as [First Name] [Last Name]:[Email], as provided in the customer's Contacts tab. |
| Delivery Name |
The name of the delivery address for the Sales Order. The Delivery Name must match the Address Name in the customer's Delivery tab to populate an existing address. |
| Delivery Street Address | Delivery street address line 1. |
| Delivery Street Address 2 | Delivery street address line 2. |
| Delivery Suburb | Delivery suburb. |
| Delivery City | Delivery city. |
| Delivery Region | Delivery region. |
| Delivery Post Code | Delivery post code. |
| Delivery Country |
Delivery country. Tip: Enter the country's unabbreviated name to ensure it's validated in the Sales Order. |
| Discount (%) | Specify the discount percentage as a numeric value without the percentage symbol, applicable to all lines on the Sales Order. |
| Sales Order Group | Name of the sales order group for the specified sales order. The Sales Order Group's name must match the name in Settings, System, Sales Groups. |
| Sales Person Email |
Email address of the sales person for the Sales Order. The Sales Person's email must match the email provided in Settings, System, Sales Persons. |
| *Line Number |
Line number of the related sales order line. The Line Number must incrementally increase based on how many lines there are on a sales order. |
| *Product Code |
The unique code for the product being ordered. The code provided must match the current Product Code in Unleashed and is case sensitive. |
| *Order Quantity | The number of base units being ordered for the product. |
| Line Discount (%) | Specify the line discount percentage as a numeric value, applicable only to the Sales Order's line. |
| Unit Price |
The sale price per unit of the Sales Order's line. The Unit Price is tax exclusive and will apply as the customer's currency. |
| Line Comments | Free text related to the specified Sales Order's line. |