Setup

Following setup must be done before import the order


Order import feature allow user setup template and configuration for import order from excel file.  

The step-by-step guide below mainly for introduce how to import HKTVM order for create Sales Order.

1. Data preparation

For the excel file used, the columns must match the 'Import Configuration' columns setup.

The row of data grab will only start by the setp of 'First Row ID' in the 'Import Configuration' setup.

    Example as below:


2. Order Import

1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Order Import, and then choose the related link

2. Select the Platform Code (e.g. 01-HKTVMALL-IGOAL)

3. Click action button Import from Excel

4. Choose the excel file you want to import 

5. After file imported, the import status to be updated.  User can check if the import file is process successfully or not.

Please note, the number of import status is accumulated.  User can click the link to preview the details.

(1) No of failed import = number of lines imported but error found.  Please see error handling section to resolve the error.

(2) No of success import = number of lines imported without error

(3) No of line imported = number of lines imported from the excel file.

(4) No of pending process = number of lines pending for create sales order. 


(5) If no error found in the import file, status to be shows all lines in import file have been imported and success import.

 


(6) To preview the related Sales Order created from the import file

  •  Click on the link for No. of Success import

  • Sales Order number and the order line number to be show in the related column.  User can go to sales order for review and further process.

3. Error Handling

Follow the steps below for handle the error.

(1) clicking on the link of No. of Failed Import 

(2) Go to the Error Description column to preview what error occurred.

For example, the error below shows the item is not exist in item master.  User should go to Item master to create item for import

  • if the problem is item not found, then go to item card to create item

(3) After issue resolved, select the lines then click Mark for Re-Process

(4) Back to order import main page then click Re-process





  • No labels