| Table of Contents | ||
|---|---|---|
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PartSmart Picklist Field | GoldFinch API Field Name | Field Help |
|---|---|---|
Id | GFCON__Sales_Order_No__c | What if an Id isn’t available? |
PartSmart User Name / Dealer | GFCON__Id_Customer_No__c | dealer’s Account Id |
Product Id | GFCON__Item_No__c | look up GF Item table |
Quantity | GFCON__Quantity__c | quantity ordered for a specific item |
Unit of Measure (UOM) | GFCON__Id_Item_Unit_of_Measure__c | specify UOM such as each, case, etc. |
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A Yakta user will manually download a CSV File from PartSmart
A Yakta user will send an email to the salesforce email address and attach a CSV File with the following fields:
TBD - We have requested a sample file to review
Transform Data
TBD
Load / Import Data
Add the transformed data to the import_sales_order object.
(Not sure if this is actually / might be the transform step – need to understand what that object does)
Acceptance Criteria
A new sales order has been added to Goldfinch.
This sales order can be allocated to inventory.
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Download the picklist as a CSV File
There is a quick 20 second explanation how to get this CSV File in this video:
Start at 6:45 https://youtu.be/7plRDX5qd2w?si=iNxXjqZwXcQyg7ZJ&t=405
Save this CSV File to a location you will remember
Email the CSV file to the following email address:
TBD
The Picklist is now added in GoldFinch as a Sales Order.