Difference between revisions of "ITrack/Pro/Importer Screen"
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Daytonlowell (talk | contribs) (New page: The Importer screen allows for importing of invoices as purchase orders. XML files used by ITrack can be obtained from other ITrack yards or from Berryhill Auctioneers. ==Obtaining a XML...) |
(Clarifying that the XML does not work on Enterprise) |
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The Importer screen allows for importing of invoices as purchase orders. XML files used by ITrack can be obtained from other ITrack yards or from Berryhill Auctioneers. | The Importer screen allows for importing of invoices as purchase orders. [[XML]] files used by ITrack can be obtained from other ITrack yards or from Berryhill Auctioneers. | ||
==Obtaining a XML file from BerryhillAuctioneers.com== | ==Obtaining a XML file from BerryhillAuctioneers.com== | ||
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#Right-click on link to the XML file and choose '''"Save Target As"''' or '''"Save Link As."''' | #Right-click on link to the XML file and choose '''"Save Target As"''' or '''"Save Link As."''' | ||
#Save it to a convenient location on your computer, such as the desktop. | #Save it to a convenient location on your computer, such as the desktop. | ||
==Importing an Invoice as a Purchase Order== | ==Importing an Invoice as a Purchase Order== | ||
#In ITrack, open the '''Import screen''' | #In ITrack, open the '''Import screen''' | ||
#Click '''Import From File''' | #Click '''Import From File''' | ||
#Select the file | #Select the XML file | ||
#Click '''Purchase Order''' under '''Save As New''' at the top. | #Click '''Purchase Order''' under '''Save As New''' at the top. | ||
#A purchase order is created with the items on the original invoice. | #A purchase order is created with the items on the original invoice. | ||
#Once the you receive the parts, you will need to open the purchase order and mark the items as received. | #Once the you receive the parts, you will need to open the purchase order and mark the items as received. | ||
{{Tip|This XML file is for ITrack Pro only, for ITrack Enterprise you just need to put all of the sold items on a Sales Order}} | |||
[[Category:ITrack/Pro/Extensions]] | |||
Latest revision as of 12:28, 29 April 2016
The Importer screen allows for importing of invoices as purchase orders. XML files used by ITrack can be obtained from other ITrack yards or from Berryhill Auctioneers.
Obtaining a XML file from BerryhillAuctioneers.com
- Pay the balance on your invoice(s)
XML files won't be available until all balances are paid - Log into Berryhill's Website
- Select the "Past Auctions" link at the top of the page.
- Click on the corresponding auction
- If your auction balance is zero, you will see two links for the XML file just below the auction information. One is for the XML file with the fees as a line item, and the other is for fees included in the item prices.
- Click on the appropriate XML file link, this will take you to a page with the correct XML file on it.
- Right-click on link to the XML file and choose "Save Target As" or "Save Link As."
- Save it to a convenient location on your computer, such as the desktop.
Importing an Invoice as a Purchase Order
- In ITrack, open the Import screen
- Click Import From File
- Select the XML file
- Click Purchase Order under Save As New at the top.
- A purchase order is created with the items on the original invoice.
- Once the you receive the parts, you will need to open the purchase order and mark the items as received.
| Tip |
| This XML file is for ITrack Pro only, for ITrack Enterprise you just need to put all of the sold items on a Sales Order |
