Order Transfer
It is an import screen developed for companies to collectively transfer their purchase and sales order records to the Workcube system. Thanks to the bulk transfer opportunity, companies can start using the new system quickly and cleanly after documenting their old order records in accordance with the specified format.
Path:Control Panel > System > Import > Sales-Distribution > Order Import
Workcube uses import pages to perform data transfer operations quickly and safely. Looking specifically at the Order Transfer screen, in order for companies to collectively transfer their order history to the Workcube system, orders must be documented in csv format files in accordance with the rules on the screen. It ensures that data transfers are not a long and tiring process, especially during implementation processes.
Attention:While preparing transfer files, data must be entered in accordance with the explanations on the pages. If the data entry does not comply with the format, the system issues warning messages for the incorrect fields and the transfer process is not performed. If the format is correct, the transfer process is carried out.
Order Transfer
Through the Order Transfer screen, purchase-sale orders can be transferred to the system on a document or order line basis. The important point here is to filter by document on the order screen if a document-based transfer is made, or by row on the order screen if a line-by-line transfer is made. Otherwise, the transferred records cannot be viewed in the system.
The sample product file is filled in and uploaded to the system by following the rules specified under the name "Format" on the page. After pressing the "Save" button, the data will be processed if there is no problem with the format. In case of any problems, the system gives a warning message telling you at which step the document encountered the problem.

Note:After the transfer is completed, you can check the records from the ERP > Sales-Distribution > Purchase Orders and Sales Orders pages. For detailed information about the pages, you can review the documents called "Sales Orders".