Points to note
Numeric fields should not have more than 4 decimal values.
The Historical Data Sales Order template must be uploaded at the same time as the Historical Data Sales Invoice template.
Field name* denotes a mandatory field | Description | Character limit | Text format |
Order Number* | Unique per sales order | 20 | Alphanumeric |
OrderDate* | The date the order was placed. | 10 | yyyy-mm-dd |
Required Date* | The date by which the order's delivery was required. | 10 | yyyy-mm-dd |
Customer Code* | The unique code for the customer who placed the ord, as displayed in Unleashed. | 500 | Alphanumeric |
Sales Channel | Where the sales order originated from, e.g. Mobile, B2BPortal, API. | 50 | Alphanumeric |
Sales Person | Name and surname of the salesperson who made the sale, per Settings > System > Sales Persons. | 256 | Alphanumeric |
Sales Order Group | The name of the Sales Groups, per Settings > System > Sales Groups | 50 | Alphanumeric |
Warehouse Code* | The unique code of the Warehouse the Sales Order is linked to, per Settings > System > Warehouses. | 15 | Alphanumeric |
Delivery City | The City to which the Sales Order is addressed. | 500 | Alphanumeric |
Delivery Region | The State/Region to which the Sales Order is addressed. | 500 | Alphanumeric |
Delivery Country | The Country to which the Sales Order is addressed. | 500 | Alphanumeric |
Currency Code* | The customer's default currency code. The currency must be set up in Settings > System Currency Rates. | 3 | Alphanumeric |
Exchange Rate* | The exchange rate at the time of sale, to be applied to the Line Total values. | 18 | Numeric |
Charge Total | Total charge amount for the Sales Order. Repeat the total on all line items. Do not include thousand separators or currencies in the value provided, e.g. $1,000.00 should be entered as 1000.00. | 18 | Numeric
|
LineNumber* | Each product on the Sales Order represents a sales order line, starting from number 1 for the first product, 2 for the second, etc. | 18 | Numeric |
ProductCode* | The product's unique code, as displayed in Unleashed. | 100 | Alphanumeric |
OrderQuantity* | The number of units sold. | 18 | Numeric |
UnitPrice* | The sale price, in your local currency, per Unit sold at the time of sale, excluding tax. Do not include thousand separators or currencies in the value, e.g. $1,000.00 should be entered as 1000.00. | 18 | Numeric
|
DiscountRate* | Any discount percentage applied to the unit price, provided as a decimal, e.g., 10% discount, should be entered as 0.1. | 18 | Numeric |
LineTotal | Total sale amount for the line, in your local currency, including any discounts applied and excluding tax. | 18 | Numeric |
LineCost* | The sold unit's Average Landed Cost at the time of sale. Do not include thousand separators or currencies in the value, e.g. $1,000.00 should be entered as 1000.00. | 18 | Numeric |