Sales Imports - Orders, Invoices, Payments

From the beginning you've always been able to import files into MRSware - contacts and commission statements.  Now, only in MRSweb, you are able to perform multi-stage imports, starting with daily/weekly order acknowledgement reports, followed by weekly sales/shipping reports, followed by monthly invoice and payment reports. 

i  Any of these reports are optional -- you could import the first and last, skipping the middle, and still have a complete picture of the process.  Likewise, you can skip right to the end and just import the Commission Statement to track payments across multiple lines.  And, of course, each manufacturer will send you different combinations of these reports, so each line could have any or all of these that are imported as they are received.

Let's take a look at the process for importing these reports.
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During the Sales Import process you may find that some of the line items don't import correctly.  You have a couple of choices on how to handle these situations:
1 - Save the sales import items for later import
OR
2 - Re-run the import file.

If you choose to re-run the import file, you will make the necessary changes and then move the selected items back to Sales Import and re-run the items through the Sales Importer.  

There may be times when you have started to do a Sales Import and want to save a it for completion at a later date, without having to remove it and start again.  For example, in the file you've just imported, you notice:

• some new customers and you want to first import them to Customers list and assign a Sales Rep to each new customer
• some new product items and you want to first import them to the Product Catalog 
• pricing inconsistencies and you want to verify the correct prices
• an incorrect commission rate which you want to check on
• some incorrect quantities and you want to double check the original orders 

Basically any time you notice something that doesn't look right or you want to take other action first, you can save the entire import, or just some of the entries for completion at another time.