The format of the file to import sales documents should be the same as in the sample file, which you can download from HERE. File format must be CSV.
The following columns are required:
Other information is optional. If the table contains the attention to be added to the system, it is also necessary to add the product group (Product group (C)) and, if desired, the product name (Product name (B))
In the back office, navigate to Sales -> Import Sales Documents -> Create New to start your import.
Fill out the following information:
Then click the Upload & Import button
When the importer detects the products on the document, the following text is displayed: “All products in the import were successfully found. Please confirm to start the import”. The option to Cancel or Start import is displayed.
If the product is not Erply, the following text is displayed: “The following products in the import cannot be found. Do you want to create them? ”. The corresponding sentence indicates that the following products were not found from Erply and suggests whether you want to add them as a new product to the system.
There are 3 options:
Import will result in an invoice-waybill with the selected date. Inventory transaction date occurs as today and it cannot be changed.
It is possible to easily transfer sales and purchase documents between two Erply accounts using the import link. By clicking on it, it is possible to import documents to Erply.
The formula for it is {Import-Link}. This should be included in the message when the document is sent by email. {Import-Link} can be added manually every time it is needed when sending an email.
Second option is to add it to the default message. This can be done by going to Settings -> Configuration -> Sending invoices by e-mail.
It is possible to import sales and purchase documents
Sales Order -> Purchase Order
Invoice-waybill -> Purchase Invoice
Use case would be:
You create a purchase order when you send it, then the other party imports it as a sales order document. Then they will make an invoice and send it back, when importing it now it is a purchase invoice. This would formalize the documents on both sides.
Clicking on "Import to Erply" in the received email will open the Erply login window, where you must log in to import.