Hello
I am planning to start importing sales transactions directly into Sage from a CSV file.
I have looked at the relevant file structure in the help program but am puzzled by one thing
Although it has a field for ACC REF which validates I can see no field for SALES CODE.
There is a field for transaction details which is a text field 60 chars long, but it does not say that this field is validated.
So my question is - when doing this type of import is it possible to marry up an imported sales code with a pre-existing sales code which has already been set up
Many thanks
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Importing sales transactions
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brucedenney
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Re: Importing sales transactions
YES
If you import and existing code it will overwrite the existing details.
You need a 3rd party add on (£229) to import the invoices into the invoicing module.
With sage you can only import them into the Audit Trail, so no drill down, no emailing invoices, no edi..
If you import and existing code it will overwrite the existing details.
You need a 3rd party add on (£229) to import the invoices into the invoicing module.
With sage you can only import them into the Audit Trail, so no drill down, no emailing invoices, no edi..
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