Hello everyone, this is John Grande coming to you once again from DimeSoft Business Solutions. I am the guy that always loves to talk about Acumatica ERP. Today we're going to take a minute or two to talk about how to load records from a file, as opposed to entering them manually. This, of course, will save a lot of time and eliminate any room for human error. Let's go ahead and jump into the cloud and take a look.
Here we are in Acumatica, we're going to go right into a sales order. Last time we looked at a sales order we noticed how to populate that. I showed you how we can go ahead and add a line item, one at a time. We're going to be doing that, but instead of adding them manually, we're going to load them from a record, in this case an Excel file.
Let's go ahead and take a look at a purchase order that may have come in from one of our, here we go, one of our customers. You'll notice it's very simple and there's only 17 lines here, but it's going to be enough to show you how it works. On the left hand column we have our inventory ID, here we have the line item or description, and here is the quantity. Let's go ahead and close that. I am going to go to this icon here, if I mouse over it, it says load records from file. I'm going to click on that, I'm going to choose my file and I am going to find it here on my desktop. There it is, purchase order.
Now, it's going to ask me to actually map those columns that we were looking at, so, I'll do that by, the first one is going to be called inventory ID, the second one is the description, and the third one is the quantity. Click okay. Now we see this is spinning over here and this means something is happening, it's taking a moment, and it's loading those right into the sales order. Here we are, all 17 items.
Once again, it's eliminating the time that it would take to have to manually enter 17 lines, but more importantly, it's eliminating any human error. If there is a mistake here you can rest assured that, that came from your customer on the purchase order, it wasn't done by the person who was entering that in.
I'd like to thank you once again for joining us. If you did have any questions or do have any questions, or any comments, or anything you'd like to learn more about Acumatica, please feel free to reach out to us. You can reach me directly at 951-928-1990, extension 212. Or, by email at jgrande@DimeSoftinc.com.
Once again this is John Grande coming to you from DimeSoft Business Solutions. Thank you very much and we'll be looking forward to our next video.