How Do You Import an External Order?
External Order Import allows a user to import an order or to import products into a new or existing order. This allows orders to be created in ASI SmartBooks quickly and easily without potential keying errors.
Default Folder Setup
To make importing external orders more efficient, default folders can be setup in Company Setup.
External Orders File Folder—This is the file folder that will default into the ASI SmartBooks External Order import window. Any import files in this folder will appear in the import display for importing. This location can be changed at the time of importing.
Imported External Orders File Folder—This is the file folder that will default into the ASI SmartBooks External Order import window. Once a file is imported and the order is saved in ASI SmartBooks, the import file will be moved to this folder for reference. This can be changed at the time of importing.
Accessing the External Order Import:
Creating an Order through the External Order Import:
Selecting to import— Select an XML file to be imported by either checking the box for an XML file or expanding the XML file section and checking the box next to the products that you want to import.
Browse— You can use the Browse icon to change the location for the External Order files.
Refresh— Click the Refresh icon to update the list of XML files displayed for importing.
Import—The selected information will be imported, creating an ASI SmartBooks order. At this point the order can be changed, saved or cancelled.
Adding products to an existing order using the External Order Import
Selecting to import— Select products to be imported by either checking the box for an XML file (to select all products) or expanding the XML file section and checking the box next to the individual products that you want to import.
Browse— You can use the Browse icon to change the location for the External Order files.
Refresh— Click the Refresh icon to update the list of XML files displayed for importing.
Import—The selected products will be imported into the order.