SLS - Sale Upload
Overview
The School Shop ‘Sale Upload’ program is used to upload sales transactional data from a CSV file.
It can be used for:
Shop Commercial Sales, or
Student Sales.
You need to record the sales transactional data that you want to upload using a Microsoft Excel® spreadsheet, save it as a CSV file and use the 'Browse' button in this program to locate the file.
Important!
For a sales transaction upload to be successful, the spreadsheet must conform to the specifications that follow.
Shop Commercial Sale
The spreadsheet must be saved in comma-delimited (CSV) format and contain the following columns:
Column No. | Field Name | Field Type/Size | Field Description |
|---|---|---|---|
A | Transaction Type | char(1) | Mandatory. Always '1' (Sale). |
B | Customer Code | char(8) | Mandatory. It must be a valid customer code for the shop. |
C | Transaction Date & Time | Date time | Mandatory. Transaction date and time in the format: dd/mm/yyyy hh:mm:ss. |
D | Line # | numeric | Mandatory. A unique sequential number starting at 1 for each transaction belonging to the same sale. |
E | Stock Code | char(15) | Mandatory. Must be a valid stock code for the shop. |
F | Line Description | char(4000) | Optional. Transaction Description, up to 4000 characters of free-form text (no embedded comma's) — Can be NULL in which case the description from the Stock Code will be used. |
G | Quantity | decimal (10,2) | Mandatory. Quantity of stock sold must be a positive value and not zero. |
H | Sell Price | decimal (16,4) | Optional. Unit Price ex tax, money amount with 4 decimal places if required — Can be NULL in which case the sell price from the Stock Code will be used. |
Student Sale
The spreadsheet must be saved in comma-delimited (CSV) format and contain the following columns:
Column No. | Field Name | Field Type/Size | Field Description |
|---|---|---|---|
A | Transaction Type | char(1) | Mandatory. Always '1' (Sale). |
B | Student Code | char(8) | Mandatory. It must be a valid student code. |
C | Transaction Date & Time | Date time | Mandatory. Transaction date and time in the format: dd/mm/yyyy hh:mm:ss. |
D | Line # | numeric | Mandatory. A unique sequential number starting at 1 for each transaction belonging to the same sale. |
E | Stock Code | char(15) | Mandatory. Must be a valid stock code for the shop. |
F | Line Description | char(4000) | Optional. Transaction Description, up to 4000 characters of free-form text (no embedded comma's) — Can be NULL in which case the description from the Stock Code will be used. |
G | Quantity | decimal (10,2) | Mandatory. Quantity of stock sold must be a positive value and not zero. |
H | Sell Price | decimal (16,4) | Optional. Unit Price ex tax, money amount with 4 decimal places if required — Can be NULL in which case the sell price from the Stock Code will be used. |
The sheet must NOT have header or footer rows.
All formats must be removed from this sheet (Within Microsoft Excel® go Edit > Clear > Formats).
If you do not have any data in cells in Column H, you must enter a single apostrophe as a place holder.
Remove all other formats from amounts, e.g. ',' separators for thousands.
Upload Your File
Nominate the upload file type — 'Shop Commercial Sale' or 'Student Sale'.
Use the 'Browse' button to locate the .csv file that you intend to upload.
Click the 'GO' button.
The system will validate the file to ensure that it meets the format described above.
If validation is unsuccessful, the program will produce an exception report. You will need to address the issues in the .csv file and re-import the data.