i. Importing Order

This knowledge base article will guide user on ways to import their orders to BASIS.

IMPORTING SINGLE ORDER

To import a single order. click on import single order from the sales order window

Type in the order number and then press enter.

*NOTE: Ship date and Phase are optional

Order should now be showing on the sales order window for processing.

IMPORTING ALL ORDERS

To import all orders from the accounting package. Click on Data Transfers

Tick on Sales Orders..

*By default Delete All and Reassign all skids will be checked

p(banner important).NOTE:
FOR BVESSENTIALS the PHASE field should contain the value from which PHASE the order will be downloaded. e.g. TO PICK
FOR BV USERS this field can be left blank.

Click Yes on the confirmation box.

Click on Ok to complete the import

AUTO IMPORT FEATURE

Basis has an auto import feature that is configured during the initial set up which by default configured to retrieve
the orders automatically every 10 minutes and uploads completed order back to the accounting package every
15 minutes.

*
NOTE:
FOR BVESS :All orders imported to basis using the auto import feature will be place on hold so that enough time can be given to the admin to make some changes on the order before it gets uploaded back to the accounting package.

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