发票CSV导入(未完成)*

Introduction:

There are certain deal sites like GrabOne, treatme, yazoom, dailydo, and more, where you put your items to sell as deals, means more than one customers buy the same thing (or variants of same item) in your deal. Sale data can be generated from these sites as csv files, which contains data of customer, address, item description, value, etc.  CSV formats vary from different sites with one thing common that one sale is shown in one row i.e. one customer –> one row in csv. OMINS now brings you a feature that will allow you to bring all that csv customer data and generate separate invoices for each row. Meaning that separate orders will be generated for each sale for your deal. So not only the auction sites and your opencart website, but deals sites can also be handeled by OMINS now.

简介:

交易网站有很多,比如:Grabone,treatme,yazoom,dailydo和其他。你把产品发布上去意味着更多的客户购买你的各种产品。 这些网站把销售数据生产csv文件,其中包含客户数据、地址、产品描述、价格等等。 不同网站的CSV格式有所不同,但是有相同的地方,就是一个销售的数据都显示在一行里面,比如:一个客户在csv里面是一行。 OMINS 现在提供给你一个功能,它允许你导入所有csv客户数据并且每一行生成单独的invoice。意味着你的交易中每个售出都会生成单独的订单。

Currently supported CSV formats:

From New Zealand based deal sites

GrabOne (from http://www.grabone.co.nz)           supports csv format.

Treateme (from http://www.treatme.co.nz)          supports csv format.

Yazoom (from http://www.yazoom.co.nz)             supports delivery list format.

Dailydo (from http://www.dailydo.co.nz)               supports delivery list format.

Groupon (from http://www.groupon.co.nz)           supports delivery list format.

If you have any other sites with CSV files you would like to see OMINS supporting please advise us at support@snipesoft.net.nz

目前支持的CSV格式

新西兰本土交易网站:

GrabOne (from http://www.grabone.co.nz)           支持csv格式.

Treateme (from http://www.treatme.co.nz)          支持csv格式.

Yazoom (from http://www.yazoom.co.nz)             supports delivery list format.

Dailydo (from http://www.dailydo.co.nz)               supports delivery list format.

Groupon (from http://www.groupon.co.nz)           supports delivery list format.

如果你有任何其他网站的csv文件想要OMINS支持导入的话,请通知我们。support@snipesoft.net.nz

How to use this feature:

1)  –  Create a demo customer for this invoice CSV import system, and do not enter any address details for this customer.  For example for Grabone create a customer called grabone, for treatme create a customer called treatme, and so on; but do not set any address.  This customer will be used as customer in the parent (default) invoice later on  

如何使用此功能

1)为CSV导入系统创建一个演示客户,但不能输入任何地址信息。例如:为 Grabone 创建一个客户叫 grabone,为treatme创建一个客户叫treatme,以此类推。但是不要输入任何地址。这个客户就会被当做后面模板发票中的客户。

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2)  – Create a new “parent” (default) invoice this is just a fresh new invoice

2)创建新的模板发票,这是一个全新的发票。

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And set this default invoice keeping certain things in mind.  (see image below)

    • Most the information you give in this parent invoice will be replicated (copied) to all generated (child) invoices, other than customer’s name; customer’s name and address will be brought from CSV file.
    • We suggest you add a “customer” that represents the site you are using such as grabone or treatme or yazoom, etc) this will appear as the “bill to” name and address, “the send to” name and address are populated from the CSV file.
    • You can also say something in the notes that later will show on all the child invoices.
    • Set the orderdate and duedate.. this is important as the child invoices will have these dates (duedate however will be set as the date imported provided you choose to import with a “payment”).
    • Set the default print report you will be wanting to use all created (child) invoices will have this report.
    • Set the promo group, all the created (child) invoices will have this promo_group.
    • Consider the special instructions and/or printed instructions anything in here will be on all created (child) invoices.
    • Ignore the invoice address, the PO number, products and payments, these are all added based on your CSV content and or CSV upload configuration.
    • Do not forget to click save after setting the info on your parent invoice (default invoice). Note this invoice number, you will need it to use in upload configuration.

设置模板发票要注意如下事项:(参考下面图片)

  • 你在模板发票中设置的大多数信息将被复制到未来生成的发票中,除了客户名字以外。客户的名字和地址将从csv文件中导入。
  • 我们建议你创建演示客户的时候,用交易网站的名字,比如 grabone、treatme、yazoom等。这个演示客户,在CSV文件导入时,就会被替换为csv文件中的数据,并且出现在“bill to”和“send to”的名字和地址中。
  • 你也可以写些备注到notes里面,这样备注就会显示在所有导入创建的发票中。
  • 设置orderdate 和duedate。这是很重要的,因为导入创建的发票就都使用这些数据。(由于你选择已付款的状态导入,duedate就会被设置为导入的那一天的日期)
  • 设置默认打印的report

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Now go to invoice –> invoice CSV import.

去到invoice –> invoice CSV import。

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Open the appropriate entry for your CSV (i.e. grabone for a grabone CSV).

根据CSV来源,打开一条正确的记录。(比如:grabone 对应grabone CSV)

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Now on next page, CSV upload page, important  configurations are to be done.

How to configure the CSV upload page.

a) Enter the invoice number of the parent invoice (default invoice) you created.

在下一页,CSV 上传页面,需要进行重要的设置。

如何设置CSV上传页面

a)输入先前创建的模板发票的发票号

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b) Adding Product.

Here you add products that will appear on the invoice.  

– Simple configuration:  (see two images below)  When all orders in the CSV have exactly the same product, you can add one or more products.  In this configuration, you simply add products without clicking the “match” checkbox.  You can choose a product (or virtual product) and set the price.  If deal price for an item is different from main price for this product in OMINS, then do not forget to give deal price in this configuration setup because if price field is left blank in configuration, then main product price will be used, which may be different from deal price.

b)增加产品

这里你添加的产品会出现在发票上面

-简单设置:(参考下面图片)当csv文件中的订单都是同样的产品,你就能添加一个或多个产品。 在本次设置中,你可以简单地添加产品,不勾选“match”。你也可以选择一个产品(或者一个virtual product)并设置价格。如果这个产品的售价与OMINS系统里面的main price不一样,那么请不要忘记设置好售价。因为如果价格处留空,系统会默认使用main price。

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 – Matched configuration:  When you click “match”, you will write a text in the “product text” field next to it.  In this case, OMINS will check against a certain column in the CSV for the text you have entered i.e text written here in configuration will be matched with a specific column in CSV file (the exact column that is checked is advised in red notes text below.  If the text is matched then the specific product will be added, if the text is not matched then this will not be added to the invoice.

 

– matched 设置:当你勾选“match”,你需要在边上的“product text”中输入文本。这样,OMINS会检查CSV的特定某一列来匹配你输入的文本。比如:CSV文件中具体有一列跟输入的文本匹配

Note that the text only needs to match PART of the text in the column not all the text.

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Two example scenarios:

Example 1:

Here is an example scenario

I am importing from a grabone

The deal was a medium or small T-shirt for $10

CSV the option column contains one of either:

New T-Shirt -small

New T-Shirt -medium

for this import, we will use following setup.

example 1

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This will add the correct product based on text in option column.  If option column is not saying any of the text mentioned above, that product will not be added.

Example 2

Here is another example.

The deal was a grabone large or medium shorts for $14 each

CSV the option column contains one of either:

New Shorts -medium – URBAN DELIVERY

New Shorts -medium – RURAL DELIVERY

New Shorts -large – URBAN DELIVERY

New Shorts -large – RURAL DELIVERY

For this import, we will use the following setup.

example 2

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Even though there is Urban and rural delivery this is not relevant to the product, the text you enter in the match text field will match, even if it only matches part of the text in the column so both medium Urban and rural will be matched to the correct NW-SHORTS-MEDIUM product

c) Shipping calculation:

You may also be able to set the shipping depending on the format of the CSV; otherwise if not, the shipping will be calculated automatically if a total value field is provided in the CSV.

The shipping will be correctly calculated as this is calculated from the “value” column based on what is left over after the price of the product is used, so all your created invoices will have correct shipping and totals for both rural and urban delivery options.

d) Even more complicated Sets quantities etc:

You can use the above in simple or advanced options along with OMINS virtual products setups to allow highly complex setups with sets of products or multiple quantities etc read about virtual products here.

Payments and CSV File upload:

Payments is quite simple.  If enabled, a payment will be added to the imported invoices and they will be marked as paid if applicable.

You have the choice of the payment method and the ability to have a payment note in the parent (default) invoice (which will be used on all payments on all created invoices).

Choose the file to upload and click upload, for a successful upload you will see a message for error, you will see an error. (see images below, click images to enlarge) invoice_csv_import-07

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New Orders / Invoices generated:

In a few seconds, new invoices will be generated for all the rows in the CSV.  These new invoices are a kind of daughter invoices, which will take up data and settings from their parent invoice, product configuration setting and information in CSV files.

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These orders can now be processed as normal order processing for other orders in OMINS.

Parent invoice will be deleted after creation of new invoices.

OMINS Charges:

Imported invoices are treated just like manually created invoices (you can import as many as you want there is no additional charge to do this)

NOTE:  If there are any other format/s you wish to be supported, please contact snipesoft with examples of the CSV of products you wish to import.

For any further queries, please contact  support@snipesoft.net.nz

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