INSERT PRIMARY ORDER

INSERT PRIMARY ORDER: 

(DISTRIBUTOR MANAGEMENT) 

The following document will explain how to add orders taken for the distributor or primary sales into the system 

The following document will help you with the following Queries:- 

● How to upload primary sales orders via bulk upload? 

In order to reach the module Click on Company Settings. Under Distributor Management click on Bulk Upload and then click on Insert Primary Sales 

The following window will open up:

Click on the Download button and one excel file will start downloading 

Once downloaded Open the excel file 

The Following sheet has 3 tabs: Primary Sales Insertion, Distributor, Product In Primary Sales Insertion, there are 6 Columns 

Column A: ERP of the distributor for which order needs to be taken 

Column B: ERP id of the product for which order is being placed. 

Column C: Invoice Date of this order 

Column D: The rate at which the price to the distributor is billed 

Column E: Invoice number

Distributor tab looks like below: 

This tab has all the information about the distributors in the system 

Column A: is the name of the Distributor 

Column B: is the Distributor ERP id 

Column C: is the type of the distributor

The third tab i.e Product looks like below: 

This tab contains all the information about the product 

Column A is the primary Category of the product 

Column B is the Secondary Category of the product 

Column C is the name of the product 

Column D is the ERP id of the product 

Fill in the first Tab(primary Sales insertion) with details taken from the second and third tabs in the same excel sheet. Avoid typing to avoid any human errors. 

Copy-paste values required about the distributor and product from the distributor tab and the product tab respectively 

Once all the information is filled in save the file 

Return back to the portal

Click on Choose File and Select the file excel file which was updated and Click on the upload button. 

Before uploading please make sure the data is in the correct format by clicking on PrelimCheckInfo, PassiveCheckinfo button, and ActiveCheckinfo button. 

Once you clicked on the Upload button 

The following screen will show up if all the data is entered correctly. 

If not please follow the error message in the “status Column” 

Click on the Continue button.

On Clicking:

Wait for a couple of minutes and click on Show Details Separately. 

This page opens up. 

Click on the continue button and wait for a couple of minutes.

If the Continue button doesn’t come up, Wait for a couple of minutes more and again click on Show Details Separately 

On clicking Show Details Separately, you will be prompted with a message “You may now log out” or “insertion Complete” 

Once the message is seen, you may close the window. 

The outlet is now deactivated