I want to Export Customer invoices from one Infusion Data file and Import them as a Supplier Invoice to another Infusion Data file; or
My customer uses Infusion and wants me to send a .csv file of their invoices.
- Currently this Import & Export will only work correctly if products are set to GST Exclusive. – Admin / Defaults / Manage Product Defaults – Selling Prices are Exclusive of GST. If they are not, and entering the invoice manually is not an option (eg the invoice is a one-off and has many lines), the rate and extended columns will need to be adjusted to exclusive of GST rates within the .csv
- This Import will not work if products on the invoice are set as Kitsets. This must be checked prior
- This Import requires the Products in the import system to be set to the supplier, and the supplier code within Manage Products to match the Product Code in the Export File. This applies even if the product codes themselves match.
You will need to activate the Export / Import you require.
Admin / Settings / Import / Export / Manage Imports or Manage Exports
The customer should double click on the Import Infusion Supplier Invoices import, while the supplier should double click on the Infusion Invoice Export export. Click Exit once the Import or Export displays in the Selected Import / Selected Export box. The Import / Export is now available in the Import/Export Menus.
To Export Invoices:
Import/Export / Export Data
Select Infusion Invoice Export
Complete the Infusion Invoice Export Ranges
You will be prompted to save the .CSV file. Save this where it can be retrieved - you will need to forward this .csv file to the Customer.
To Import an Infusion Supplier Invoice -
NB – the file to import must be in the correct format. A file created by the above method gives the format to use.
Import/Export / Import Data
Select Import Infusion Supplier Invoices
Browse to the file created above.
You will be asked for a Supplier Account for each Invoice in the .csv
Products where there is no Supplier Product code in the Customer’s Infusion system to match column B in the .csv file being imported will be imported into the Purchase Order as MISC.
You will be able to view an Audit Trail detailing what has been completed.
The import will either create or match a Purchase Order in the System.