This section will assist you in accomplishing the following:
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Manual Export
- Select a customer, order or payment in one of the relevant tab tabs or processed tab tabs and click Export.:
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- Depending on what you chose,
- Select Export Selected Customer, /Order or /Payment Only before clicking Continue
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- If successful , verify it should display a similar message to the below.
Verify the customer, order or payment is in the accounting system as you would expect
.before clicking Close
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Changing a Reference Number
Occasionally orders may be made by a Buyer who has the wrong reference number in the Straightsell CMS, and .
This will cause the order will download and export against the incorrect accounting system customer.
CatalogueLINK lets you change which customer the order can go against so you can successfully re-export the order.
- Select the order you wish to change in the Orders (if the order has failed) or Processed Orders (if already exported or ignored) tab and click View Order.
- Edit the Reference No to match the correct accounting system customer's reference number before clicking Save.
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- Click OK once the order has updated.
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- Validate the Reference No is correct.
- Click Export to export the order into the accounting system.
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- If successful , verify this it should display a similar message to the below
- Verify the order is in the accounting system against the correct customer code then click Close.
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- Go into the Straightsell CMS – as you would expect before clicking Close
- Go into Control Panel > Manage Buyers and ensure the customer's reference number matches the correct accounting system customer reference so future orders are not affected.
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