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Sales Orders - Import/Export Data

   
      

WARNING

To see all available function on importing and exporting as e-Slog see chapter Import/Export eDocument documents.

 

WARNING

In the Administration panel | Settings | Program parameters | Company | General a style (style sheet) can be set for every type of e-Slog document.

 

WARNING

To sign documents electronically see chapter Digital signature.

Except function for exporting data as table (see Import/Export Data in general) in issue documents taskbar (Import/Export Data) there are available functions for importing data as XML file:

Show Documents/Import Documents
  • Show Documents
  • Import Documents
Send e-mail snapshot
  • Send e-mail snapshot

Import eDocument Orders 
  • Import eDocument Orders - The Import eDocument Orders function enables the import of sales orders that customers have sent in the prescribed e-Slog XML file. Document type 220 - Order is imported as eDocument.

Export eDocumenet Order Confirmations
Export Sales Order as eDocument/Customer
  • Export Sales Order as eDocument
  • Export Sales Order as eDocument for Customer

Import Data of Invoices/Preliminary Invoices as XML Files
  • Export preliminary invoice as eDocumet - The Export preliminary invoice as eDocument function enables to export preliminary invoice in the form as usual for an invoice. Exported is individual preliminary invoice. Instructions for work and the created file are equal to the one described in the chapter on exporting invoices as eDocument for customers (see Export issue document as e-Slog). Document type 325 - Quotation is exported as eDocument.
  • Export customer preliminary invoices as eDocument -  The Export customer preliminary invoice as eDocument function enables to export customer preliminary invoice in the form as usual for an invoice. Exported are selected preliminary invoices for a certain customer. Instructions for work and the created file are equal to the one described in the chapter on exporting invoices as eDocument for a customer (see Export customer documents as eDocument). Document type 325 - Quotation is exported as e-Slog.

Export Data of Invoices/Preliminary Invoices as XML Files
New Task and Run Workflow
  • Add new task
  • Run Workfolw (Shift+Ctrl+W)
Import Order from Excel File
  • Import Order from Excel File

 

 

Related topics:

   Sales Orders

  Orders

Sales Orders - Import/Export Data

Sales Orders - Import/Export Data

Sales Orders - Import/Export Data

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000001.gif To see all available function on importing and exporting as e-Slog see chapter Import/Export e-Slog documents.

Except function for exporting data as table (see Import/Export Data in general) in issue documents taskbar (Import/Export Data) there are available functions for importing data as XML file:

1. Import Data from Orders as XML Files

  • Import e-Slog orders - The Import e-Slog orders function enables the import of sales orders that customers have sent in the prescribed e-Slog XML file. Document type 220 - Order is imported as e-Slog.

2. Export e-Slog Order Confirmations

3. Import Data of Invoices/Preliminary Invoices as XML Files

  • Export preliminary invoice as e-Slog - The Export preliminary invoice as e-Slog function enables to export preliminary invoice in the form as usual for an invoice. Exported is individual preliminary invoice. Instructions for work and the created file are equal to the one described in the chapter on exporting invoices as e-Slog for customers (see Export issue document as e-Slog). Document type 325 - Quotation is exported as e-Slog.
  • Export customer preliminary invoices as e-Slog -  The Export customer preliminary invoice as e-Slog function enables to export customer preliminary invoice in the form as usual for an invoice. Exported are selected preliminary invoices for a certain customer. Instructions for work and the created file are equal to the one described in the chapter on exporting invoices as e-Slog for a customer (see Export customer documents as e-Slog). Document type 325 - Quotation is exported as e-Slog.

4. Export Data of Invoices/Preliminary Invoices as XML Files

  • Import e-Slog return receipt - The Import e-Slog return receipt function enables to import received e-Slog return receipt.
  • Export e-Slog return receipt - The Export e-Slog return receipt function enables to import e-Slog return receipt for received documents (to confirm orders and preliminary invoices).
000001.gif In the Administration panel | Settings | Program parameters | Company | General a style (style sheet) can be set for every type of e-Slog document.
000001.gif To sign documents electronically see chapter Digital signature.

 

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