PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Collapse]Orders
     Mass printing
    [Expand]Mass Print Orders
     ER Diagram for Order Documents
    [Expand]Purchase orders
    [Collapse]Sales Orders
      Sales Order Process
      Realization of Sales Orders
     [Collapse]Sales Orders
      [Collapse]Taskbar
       [Expand]Wizards
       [Expand]Sales Order Reports
       [Collapse]Sales Orders - Import/Export Data
         Import eDocumet Orders
         Export eDocument Order Confirmations
         Export Preliminary Invoice as eDocument
         Export Customer Preliminary Invoices as eDocument
         Export eDocument Return Receipt
         Import eDocument Return Receipt
         Import order from Excel file
       Header
      [Expand]Lines
       Discount
       Sales Order Values
       Currency Conversion
      [Expand]Authorizations for Sales Orders
    [Expand]Order Planning
    [Expand]Create purchase orders
    [Expand]Picking List
    [Expand]Sales Order Report
     Purchase Order Report
     Izpis UPN
    [Expand]Special Payment Orders
    [Expand]Browse Orders
     Creating Orders in a Foreign Currency
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
   [Expand]Old products
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
  [Expand]Old products Archive
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
  [Expand]Old products Archive
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

Load Time: 625.0337 ms
"
   1003668 | 210628 | 344172 | Updated
Label

Import order from Excel file

    
      

On customer orders tool bar, there is a an icon with two arrows , which gives us an option to choose "Import order from Excel file":  .

Excel file must contain in column A "Item ID", where names of the items must be entered as they are defined in Pantheon (Settings/Items). Column B must contain required "Quantity" of particular item. Column C is used to enter "Price" , columns D, E and F for rebates, column G for Department, column H for Cost Center,, column I for Serial number (if Item has serial number), and column J for Serial Number Due Date.

When selecting the import, a conformation is needed: 

Followed by an information of the required excel file structure:

After clicking on "Import", a path to the excel file must be chosen. 

After clicking on "Open", the position of the Excel file are shown at preview:

In case at least one of the items either doesn't exist in Pantheon or is not written in excel file correctly, program will inform us of the missing item(s) or other error(s) :

After the click at button  , all the items with the defined quantity, price and rebates are entered on the order:

 

Related topics:

    Sales Orders

  Import/Export Data

 

 

Import order from Excel file

Import order from Excel file

 

010379.gif010380.gif010381.gifver_fa.gif010411.gif010382.gif010383.gif

On customer orders tool bar, there is a an icon with two arrows , which gives us an option to choose "Import order from Excel file":  

 

 

Excel file must contain in column A "Item ID", where names of the items must be entered as they are defined in Pantheon (Settings/Items). Column B must contain required "Quantity" of particular item. Column C is used to enter "Price" , columns D, E and F for rebates, column G for Department, column H for Cost Center,, column I for Serial number (if Item has serial number), and column J for Serial Number Due Date.

 

 

When selecting the import, a conformation is needed: 

 

 

Followed by an information of the required excel file structure:

 

 

After clicking on "Import", a path to the excel file must be chosen. 

After clicking on "Open", the position of the Excel file are shown at preview:

 

 

 

In case at least one of the items either doesn't exist in Pantheon or is not written in excel file correctly, program will inform us of the missing item(s) or other error(s) :

 

After the click at button  , all the items with the defined quantity, price and rebates are entered on the order:

 

 

 

 

 

 

 

 

 

 

 


 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!