Import order from Excel file

The Import order from Excel file functionality allows importing order data from a local Excel file. The functionality can be found in the toolbar.
Let’s look at an example of usage.
 

Case summary ​The responsible person has received the order in Excel format and wants to quickly enter it into PANHTEON. They do this in the following steps. Selecting the functionality Import order from Excel file Selecting the Excel file Reviewing and completing the imported data

1. Selecting the functionality Import order from Excel file

After receiving the customer order in Excel format, the responsible person in PANTHEON menu selects the menu Orders  Sales Orders 0100 - Sales Order.

Hint Same functionality can be found also in Purchase orders.

After entering customer data he selets  (Import/Export Date ) in toolbar and selects the functionality Import order from Excel file.

A window opens, where he confirms the selection by clicking the OK button.

An IRIS appears with required excel file structure.
He confirms correct structure with button Import and continues.

Warning 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.

2. Selecting the Excel file

New window opens where we select File Path.
By selecting  open File explorer for selecting local Excel file.

By selecting  open File explorer for selecting local Excel file.


 

Warning When importing from an Excel file, if the ident is managed by serial numbers type S or E, it is necessary to enter a separate position in the Excel file for each serial number. It is necessary to enable that if it is defined in the customer/supplier's order document type register, that the ident with serial number type S or E should not be listed in the position of the document, then also in the Excel file for these idents it is not necessary to have as many positions as there are serial numbers, but the quantity is transferred to the order document according to the data from column B in the Excel file.

He opens the Excel file date.

Data if transfer to wizzared for review.

Hint In case that items either doesn't exist in PANTHEON or is not written in Excel file correctly, program will inform us in Error collum.

He reviews and correct and clicks at button Tranfer button so that all the data is transfered to Order document.

3. Reviewing and completing the imported data

The data is imported to selected Order document.

Warning When importing from an Excel file, if the ident is managed by serial numbers type S or E, it is necessary to enter a separate position in the Excel file for each serial number. It is necessary to enable that if it is defined in the customer/supplier's order document type register, that the ident with serial number type S or E should not be listed in the position of the document, then also in the Excel file for these idents it is not necessary to have as many positions as there are serial numbers, but the quantity is transferred to the order document according to the data from column B in the Excel file.