Importing a Merlin XML order file into Pronto Sales Orders

Importing a Merlin XML order file into Pronto Sales Orders

This document explains how to set up the users File library to allow the importing of Merlin Purchase from Pedders stores in the Merlin format then upload them directly into the Pronto ERP Sales Order Modules.

The user can then access the new Sales order and process them in the new system.

 

PC File Set Up for Merlin XML Files

Select the file explorer











Open This PC and double click documents         Do not use OneDrive Documents

  


Right click

Select NEW

Then select Folder


 

Name the folder Temp XML Files,



All Merlin Order files will be now saved to this folder

 

Install new Pronto Module for Merlin XML files import to Sales Orders 

Type ZCUS.T001 in the module search field




With the import window now open, save this module to your favourites


 

Load SO from XML should now be in your favourite’s menu


You are now ready to import a Merlin XML file into Pronto Sales Orders


Importing a Merlin XML order file into Pronto Sales Orders Process

Open your favourites menu and select Load SO from XML

 

With the Import XML File window open, click on the search function, your file explorer will open, if your file explorer does not open, select it from your bottom tool bar,

Go to This PC, Select Documents, Temp XML Files and click the XML file to Import


 The file will open in the screen, confirm the site code is correct, the wrong site code will create a sales order for another customer, if OK click Open at the bottom of the window



this will load the file into the XML Import window, Select OK or Enter  

 

The file will now load, Select OK



Press F5 to open the Report Manager, this verifies the load is successful
 

Select Show to view the Sales Order import report, make a note of the Sales Order Number

 


If you select a previously loaded file, an exemption report will be produced alerting the user

  


Escape back to the main Module menu, go to Sales Orders, >Order Edit Maintenance, >Sales Order Edit

 


Select Find, Enter the Sales Order Number in the Order Number field and hit Enter



With the header screen open, Select Status, (you can edit the Sales Order first if you wish to) 


 

The status defaults to Ready to Print Picking Slip, Select OK



 You will now get the option to print, select N to have the Sales Order put in a Ready to Pick Status



The Sales Order is now at Ready for Picking Status

 





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