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Batch Sale Order

If you have an existing data of sale orders and you want entry to the Localizebook system you can use the Batch Sale Order function.

Go to Batch Sale Order transaction into system:

  1. Go to the Accounting menu.
  2. Click on Batch Transaction.
  3. Choose Transaction Type “Sale Order”
  4. Click on the Click this link to download the working template.
  1. Fill in the information for each function and save your excel file:
  2. TRAN TYPE: Please input type of transaction as “SALE_ORDER”
  3. CLASS: Enter the class name of your purchase order. This class is the overall of your transaction.
  4. STATUS: If blank it will select ISSUED automatically.
  5. LOCATION: Enter the warehouse of your invoice, If blank it will select the default location automatically.
  6. SALE_PERSON: Enter your salesperson name. If blank it will select the default salesperson automatically.
  7. DATE: Enter your transaction date (required).
  8. NUM: The reference of your sale order.
  9. CUSTOMER: Enter your customer name (required).
  10. MEMO: Describe your transaction. If you don’t have one, keep it blank.
  11. TEM CODE: The unique code of each item. If you don’t have one, keep it blank.
  12. ITEM NAME: Please input the item name that you set on the system (required).
  13. UNIT NAME: Please input the unit name of the item that you set on the system. If you don’t have the name of your product unit, please put N/A.
  14. QTY: The quantity of each item (required).
  15. COST: Is the purchase price per base unit (required).
  16. AMOUNT: The total amount of your sale (required).
  17. VAT: If item has vat please input sales tax name on this column. If you don’t have the item code, keep it blank.
  18. DISCOUNT AMOUNT: The total amount of your discount. If the blank discount amount is equal to zero (0).
  19. CLASS DETAIL: Enter your class name. This class is detailed by transaction. If you don’t have one, keep it blank.
  1. After filling all the information please back to the system:
  2. Click on Browse File and select the template with sale order data. If data is loaded, you are ready to import. But if there is any error, messages will be shown.
  3. Click on Import to take all your sale order data into Localize.
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