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A user needs the ability to automatically send the PartSmart Picklist (Sales Order) to GoldFinch so they do not need to manually enter a sales order into GoldFinch.
Technical Requirements
Setup
Object: import_sales_order
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For PartSmart
Object: GFCON__Import_Sales_Order__c
fields?
Populate GFCON__Order_Source__c with “PartSmart”
Picklist JSON file should go to PartSmart_Picklist_JSON__c
Field Name | Field Help | |
|---|---|---|
Id | GFCON__Sales_Order_No__c???? | |
User Name | How does it map to Dealer Account???? | |
Product | look up GF Item table | |
Quantity | ||
……. | ||
For GoldFinch Developer
…..
for Import Sales Order records with Order Source = PartSmart, and processed = false
write code to look at PartSmart_Picklist_JSON__c to do what?
Table | Field Name | Field Help | |
|---|---|---|---|
Sales Order | Sell-to Customer | ||
Order Date | today | ||
Shipment Date | today + 7 days | ||
….. | |||
External Customer No. | GFCON__Sales_Order_No__c???? | ||
Sales Line | Item | ||
Unit of Measure | EA | ||
Quantity | |||
Unit Price | Sales Price???? |
Create a Salesforce email address that can accept data into this object.
Add a new value to the Order Source picklist
Value = “PartSmart”
API
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Extract / Download Data
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.